Report of Companies where there are contacts with no phone numbers

[Shuler]

Would there be an easy way to have a report of companies where there are contacts that have no phone numbers, versus companies that do?

Im running into an issue where the same company appears on both reports if they have one contact without a number, and one contact with. 

[karstenkoehler · Accepted solution]

Hi @Shuler,

I wouldn't solve this in a custom report but with company-lists. Getting this information in a pie chart (companies with all contacts having a phone number vs companies with some contacts missing their phone number) would mean a few additional steps and properties, see below.

Here's how you would start:

1. Create a company-based list of companies associated to contacts where phone number is unknown
2. Create a company-based list of companies where Number of associated contacts is greater than 0 AND company is not a member of the list from step 1

You would now have list 1 (companies associated to at least one contact without a phone number) and list 2 (companies associated with at least 1 contact where each contact has a phone number).

If you want a list where there is at least one contact with a phone number and a list of companies without any, it would be like this:

1. Create a company-based list of companies associated to contacts where phone number is known
2. Create a company-based list of companies which are not a member of the list from step 1

List 1 would give you all companies with at least one contact's phone number, list 2 all companies where you don't have any contact or where all of the contacts do not have a phone number.

If you wanted to get this into a pie chart, you would have to:

1. Create a custom dropdown property with two options, corresponding to those two groups
2. Use a company-based workflow (for an automatic ongoing solution) or bulk edit (one-time) to update the value of that property from step 1 accordingly for all companies
3. Build a pie chart report

Best regards!

[Lucila-Andimol · Accepted solution]

Hi @Shuler 

in the case that you are describing I'd be correct to have the same company in both reports

because you are looking at contacts associated to companies.

That main question that I'd ask you if what is the purpose of this report? what is the next step?

The report that we create for many of our clients is to have Companies without valid contacts by owner so that they can review them and complete the information. This way is super clear what they need to do.

For the companies with no owner, they need to be assign either by country o by size/industry (many criterias are possible here)

Contacts with no email (in general) are not associated to any company, so this wont show in a company report and need to be taken care separately. This probably exist from an import or a manual creation, meaning there should be an owner and they should complete the information. Option B is to have a workflow that deletes any contact without email after 30 days.

Hope this helps 

[karstenkoehler · Accepted solution]

Hi @Shuler,

I wouldn't solve this in a custom report but with company-lists. Getting this information in a pie chart (companies with all contacts having a phone number vs companies with some contacts missing their phone number) would mean a few additional steps and properties, see below.

Here's how you would start:

1. Create a company-based list of companies associated to contacts where phone number is unknown
2. Create a company-based list of companies where Number of associated contacts is greater than 0 AND company is not a member of the list from step 1

You would now have list 1 (companies associated to at least one contact without a phone number) and list 2 (companies associated with at least 1 contact where each contact has a phone number).

If you want a list where there is at least one contact with a phone number and a list of companies without any, it would be like this:

1. Create a company-based list of companies associated to contacts where phone number is known
2. Create a company-based list of companies which are not a member of the list from step 1

List 1 would give you all companies with at least one contact's phone number, list 2 all companies where you don't have any contact or where all of the contacts do not have a phone number.

If you wanted to get this into a pie chart, you would have to:

1. Create a custom dropdown property with two options, corresponding to those two groups
2. Use a company-based workflow (for an automatic ongoing solution) or bulk edit (one-time) to update the value of that property from step 1 accordingly for all companies
3. Build a pie chart report

Best regards!