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Filter contacts/companies which have no activity for reporting

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新規投稿者

We need to create reports showing companies with no activity in the past 30 days, and contacts with no activity in the last 30 days.  The approach we've tried for the desired report requires developing a report across data sets, and the logical join can only be OR and we need a logical join of AND for this reporting.  All help is appreciated! 

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常連投稿者

@TomSwain can you use the filter last activity date ancd choose BEFORE and pick a date 30 days ago?  This can be done on contacts and companies. If need be you can export this.

 

OR are you actually looking for a "report"?

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新規投稿者

Thank you, I've got the company/contact filters set and will have to manually reset the date monthly because the before command doesn't accept relative date references.  Great idea on creating a list for exporting as a work-around.  I'd still like to predefine a report if possible.        

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0 いいね!
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一般投稿者

This can be achieved by using a helper field to flag the event and a workflow - as long as you have the Marketing Professional subscription.  It would nice to see some of the other filtering capabilities from existing places like lists and workflows be deployed as filter options in companies, contacts, deal, and tickets objects.

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0 いいね!