Number of Companies Emailed in a week

[PincoPalino]

How can I get a report to show how many UNIQUE companies I have emailed in the last week/month?

So far whenever I make a report, it double counts companies for each email sent so the number is not accurate. Despite using "Distinct count" of record ID or company name. 

Any help is greatly appreciated. 

Thanks

[karstenkoehler · Accepted solution]

Hi @PincoPalino,

It sounds like you may have created a contact-based report, not a company-based report?

If you create a company-based report, you can visualize the Count of companies by Last contacted (the timestamp from the most recent chat conversation, call, email, or meeting logged for this company).

(Menu > Reports > Reports > Create custom report > Single object > Companies)

Let me know if you need further guidance on creating this report, happy to elaborate.

If you just want to see the companies, you can also just filter under Menu > Contacts > Companies by Last contacted.

Best regards!

[PincoPalino]

Thank you Karsten!

I am one person on a big team - is there any way to see the above but the activity be assigned to only me? 

[karstenkoehler]

Hi @PincoPalino,

Are these companies assigned to you? If so, filtering for Company owner would be the easiest option.

Best regards!

[PincoPalino]

Hi @karstenkoehler 

No 😞 Sadly they are not 

[karstenkoehler]

Hi @PincoPalino,

In that case, a classic list would be the only remaining option: Menu > Contacts > Lists > Create list > Company-based

(Other versions of reports do not automatically deduplicate companies.)

Best regards!