Contacts in a report

[MTraczyk]

Hi, I struggle with building 2 reports: 

The first report, I want to show a total number of deals without a contact.

The second, I want to see a list of contacts that appear in more than one deal. 

Any advice? 🙂 

Milena 

[karstenkoehler · Accepted solution]

Hi @MTraczyk,

For the first report, you need an assisting segment (previously called "list"):

• Create a segment of deals which are associated to at least one contact
• Create another segment of deals which are not a member of the first segment

For the second question, you can simply filter for contacts where "Number of associated deals is greater than 1", this is a regular contact property.

So in both cases, you don't necessarily need a report. You can create segments ( = lists) or filtered views.

Best regards

[karstenkoehler · Accepted solution]

Hi @MTraczyk,

For the first report, you need an assisting segment (previously called "list"):

• Create a segment of deals which are associated to at least one contact
• Create another segment of deals which are not a member of the first segment

For the second question, you can simply filter for contacts where "Number of associated deals is greater than 1", this is a regular contact property.

So in both cases, you don't necessarily need a report. You can create segments ( = lists) or filtered views.

Best regards

[MTraczyk]

Hi, 

did i set something wrong? I see no resoults:

[Victor_Becerra]

Hey @MTraczyk  ,
Just checking in — any luck with that issue? Let me know if I can help out.
Best, Victor

[MTraczyk]

Hi, thank you for asking, yes I have meneged to build the segments, thank you for the support 🙂 

[karstenkoehler · Accepted solution]

@MTraczyk which of the two "reports" are you creating? If it's the first, simply filter for "Create date is known" or "Record ID is known" on the associated contact.