Reporting on multiple properties

[ConnorMcM]

I'm having trouble trying to report on multiple properties within one report. Such as "Company Name" and "Company Telephone.

I'm finding it difficult to report on these properties with a summarised value. It currently shows every company name with a value of 1, but I just want a basic value for property known and a value for property unknown.

[karstenkoehler]

Hi @ConnorMcM,

Just to confirm, you want to be able to see how many company records have a phone number and how many don't? What kind of visualization are you considering here?

As far as I know, this can only be achieved with a custom binary property (single checkbox), e.g. Company phone number known, that is populated by a workflow. You could then create a report based on this new binary property.

Alternatively, you would have to accept a visualization like the one below, where the big green chunk shows the number of records without a value for certain object:

Once you share more details, I'll happily provide more help.

[ConnorMcM · Accepted solution]

Hi Karsten!

Sorry for the late reply! It does seem that would be the only way to do it in a singular report.

I ended up having to use a full dashboard and build it, using individual summary reports. Using the filter to break down the exact company criteria I was after and adding an additional filter for a certain property as unknown.

Not the way I wanted it visually, but it still looks good and seems to get the job done!

Thanks For your help! 

[karstenkoehler]

Glad you got to a solution, even if it's not a perfectly satisfactory one. If you want to make it easier for others to find this information, you could accept my answer as a solution, I'd appreciate it.

Have a great day!