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CTA Reporting on Frequency

Forum|Forum|5 years ago
August 7, 2020
2 replies
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+1

jriva
Contributor ⭐️⭐️⭐️⭐️

Another CTA reporting question from a relative reporting newb.

I currently have a report in Report Builder that shows CTA name, created date, closed date and CSM name. It’s filtered to report on a single CTA. I’m interested in knowing how many times this CTA was created multiple times for single accounts. I have a feeling we’re being too trigger happy with the CTA, and I want the data to back up my assumption that say for 25 accounts, the CTA has been created 5 times, for 16 accounts 4 times, etc., etc.

I know I can use the search field in each column to get results for a single account at one time, but I want to know all up how many multiple CTAs per account there are. I’ve played around with aggregation but can’t seem to get what I want.

Any help is much appreciated!

Best answer by spencer_engel

Try putting CTA ID in the show field and Account Name in the by field so that you aggregate for a COUNT of CTA ID. You can filter down to your specific CTA Name too with a filter on Call To Action Name. That should get you what you need.

+5

spencer_engel
Expert ⭐️
Answer
Forum|Forum|5 years ago
August 7, 2020

Try putting CTA ID in the show field and Account Name in the by field so that you aggregate for a COUNT of CTA ID. You can filter down to your specific CTA Name too with a filter on Call To Action Name. That should get you what you need.