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as112myob
Contributor ⭐️⭐️
August 31, 2021
Solved

Exclude duplications in activity report

  • August 31, 2021
  • 8 replies
  • 192 views

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 @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.

8 replies

Cornelia
Cornelia
Contributor ⭐️⭐️⭐️⭐️⭐️
September 1, 2021

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. 

A
as112myobAuthor
Contributor ⭐️⭐️
September 1, 2021

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

A
as112myobAuthor
Contributor ⭐️⭐️
September 5, 2021

Hi @Cornelia ,

 

Hope you’re doing well.

 

Just wondering if have a solution to this or not?

 

Thanks

rakesh
Gainsight Employee ⭐️
rakeshAnswer
Lets put your data to work!
September 6, 2021

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.

    A
    as112myobAuthor
    Contributor ⭐️⭐️
    September 6, 2021

    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

    A
    as112myobAuthor
    Contributor ⭐️⭐️
    September 9, 2021

    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

    dan_ahrens
    dan_ahrens
    Expert ⭐️⭐️⭐️
    September 15, 2021

    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

    VP of Customer Success at Forcepoint
    heather_hansen
    heather_hansen
    VIP ⭐️⭐️⭐️⭐️⭐️
    September 15, 2021

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

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