Create a report that shows only the last activity logged in the timeline per each account
+1My client is trying to create a report that only shows the last activity logged in the timeline per each customer. We were hoping to be able to create a new field and populate it with a rule to flag the last activity for each customer, however, the rules engine can't write to Activity Timeline fields.
+5Hi Irit, I had a similar question - https://community.gainsight.com/gainsight/topics/help-is-it-possible-to-create-a-report-that-shows-a... Looking for a way to report on my customers hadn't had a Timeline Post in X time. [And how to report on the Customers that didn't have a post.]
Here is a snippet from the post regarding creating the Report for customers not touched in x time -
"In your Show field, pick Activity Date - choose Aggregation of Max Date (the latest date)
In your By field, pick Account Name
Then Filter by Max Date not being in last 7 days - this will show you list of customers and the last activity date
Note I also included a filter for Today as it seems Activity from CTAs can post with future activity dates
https://cl.ly/3w3G0f3Z2R3U "
I hope this helps!
Here is a snippet from the post regarding creating the Report for customers not touched in x time -
"In your Show field, pick Activity Date - choose Aggregation of Max Date (the latest date)
In your By field, pick Account Name
Then Filter by Max Date not being in last 7 days - this will show you list of customers and the last activity date
Note I also included a filter for Today as it seems Activity from CTAs can post with future activity dates
https://cl.ly/3w3G0f3Z2R3U "
I hope this helps!
+2Hi Irit, another community member had a similar question and I outlined a solution here: https://community.gainsight.com/gainsight/topics/pulling-the-latest-timeline-notes-for-a-specific-ac...
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.