Contacts assigned to tasks

Yes, absolutely. In the Report Builder, select CTA as the data source. Then Show me Count of ID or Count of Call to Action By Assignee Name. From there, you can filter to narrow down by Status, CTA Type and/or Assignee. There is a lot of flexibility. If you put results in a chart or graph, then click on a bar, it will bring up additional detail like Account Name and CTA Name.

Thanks!  I was looking to show CTAs assigned to contacts.  So, for instance, I have a CTA for On-boarding for Coca-Cola assigned to me, and I need to work with Joe Smith at Coca-Cola during On-boarding.  How can I report on that contact field?  See below.

Hi Heather

I am pretty sure thats not an option. Looks like you cant really do anything with that associated contact field. And hence find that field useless right now. 

I would open this as an idea

Naquiyah Cash

Not directly reportable from the CTA object. But if you access the "Associated Records" object (see below), you can report on all these associated Contacts along with the source CTA and Account.

Hi Manu

How are you able to get the Account Name field for the associated contact? I can't seem to bring it in below is my screenshot.

Looks like the Account name is not available by default. Per Sidhu's suggestion on the other thread, the best option is to create formula fields to pull down Contact and Account level data to this object.

Yeah saw that thanks. Will do that

Manu, could you walk me through step by step how to use the formula  from the other thread to do this?

Hi Heather:

You would need to make a few fields.

1.  Create an account lookup (you do not need to populate this)
2.  Create an Account Id formula that returns a text value (JBCXM__Contact__r.AccountId)
3.  Create an Account Name formula that returns the Account name value (JBCXM__Contact__r.AccountName)

I have attached 3 photos.  Let me know if this helps.

Is this still the approach in getting the contact name into the reports? I create an objective/CTA, select a contact name from the list. I would like to include this contact name in my report. Is there a way to do that?