Hi guys,
I’ve created two reports to track how many customers we have contacted but have notices that there are duplicates in them.
Is there a way to remove/exclude the duplicated customers in the ‘unsuccessful’ activities?
Please advise and thanks in advance.
Best answer by rakesh
Hi
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.
+1Hi
Hi
Thanks
+2Hi
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
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
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
+2HI
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
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