Hi @as112myob, thank you for your post. Will have our Product Manager look into this and get back to you with a resolution with regards to the duplication of customers. 

Hi @Cornelia thanks for coming back to me and look forward the answer. Essentially, I just need to find a way to exclude/remove all the customers in the unsuccessfully list that’s already in the successful list.

Thanks

Hi @Cornelia ,

Hope you’re doing well.

Just wondering if have a solution to this or not?

Thanks

Hi @as112myob 

What works in this case is a Data Designer design. The object that you are building the report on has data on timeline entries. But it looks like the interest is on data at Company level. i.e. we want customers who have been contacted / not contacted. Ideal solution for this is to build a Data Designer design where we join Customers information with the timeline entry with correct filters and build a report on the resultant data set.

Thanks @rakesh 

At first I didn’t know what you meant by Data Designer but I do now and will look into how to create this.

Hope I don’t break it

Thanks for the help

Hi @rakesh 

I’m not too familiar on how Data Designer really works and I can’t find any useful info online just yet.

Some person said something like this before: To use Data Designer, it would require looking at Timeline Activity for successful calls and another fetch for unsuccessful, merging the two datasets by Account/Company (renaming the activity dates to Successful Call date and Last Call Attempt, for example). Data Designer is nice for scenarios that are limited in scope – only some accounts over x amount of time.

Any chance you could screenshot what this might look like for me to reference?

Thanks

HI @as112myob - you might find it helpful to check out some of our free education courses on Data Designer: https://education.gainsight.com/page/analytics

We also hold weekly office hours sessions with Gainsight experts who can walk you through some configurations on a live session. You can follow this page to see when the next office hours will be held: https://community.gainsight.com/events

@as112myob could you change the Count of Name to be the Count Distinct of GSID or SFDC ID instead?