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heather_hansen
heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
October 5, 2015
Solved

Contacts assigned to tasks

  • October 5, 2015
  • 19 replies
  • 252 views
Is there a way to create a report to show contacts associated with CTAs/Tasks?
    Best answer by rakesh

    Hi @nora_soza 

    Data space only can navigate on direction because of the way joins (lookups) are defined (We can go from one to many, but not the other way round)

    I would recommend you to try Data Designer which allows you freedom in the way you can join objects. Let me know if your problem can be solved via Data Designer or not.

    19 replies

    tzundelgainsightcom
    tzundelgainsightcom
    Helper ⭐️⭐️
    October 5, 2015
    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.
    heather_hansen
    heather_hansenAuthor
    VIP ⭐️⭐️⭐️⭐️⭐️
    October 5, 2015
    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.

    naquiyah_cash
    naquiyah_cash
    Contributor ⭐️⭐️⭐️⭐️
    October 7, 2015
    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
      manu_mittal
      Gainsight Employee ⭐️
      manu_mittal
      Gainsight Employee ⭐️
      October 7, 2015
      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.

        naquiyah_cash
        naquiyah_cash
        Contributor ⭐️⭐️⭐️⭐️
        October 8, 2015
        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.

        manu_mittal
        Gainsight Employee ⭐️
        manu_mittal
        Gainsight Employee ⭐️
        October 8, 2015
        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.
        naquiyah_cash
        naquiyah_cash
        Contributor ⭐️⭐️⭐️⭐️
        October 8, 2015
        Yeah saw that thanks. Will do that
        heather_hansen
        heather_hansenAuthor
        VIP ⭐️⭐️⭐️⭐️⭐️
        October 29, 2015
        Manu, could you walk me through step by step how to use the formula  from the other thread to do this?
        smorrisgainsightcom
        smorrisgainsightcom
        Helper ⭐️⭐️⭐️
        October 29, 2015
        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.

        laura_webster
        laura_webster
        Contributor ⭐️⭐️⭐️
        April 4, 2017
        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?
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