Question
Help. Is it possible to create a report that shows accounts that have not been 'touched' in the last X days?
Hello Community!
I recently got a request from one of our Directors that he's needing to see accounts that have not had a timeline activity update in the last 7 days. While I have a report that shows me accounts with no activity - I'm having more trouble than I care to admit on this request.
While building the report I've used "Activity Date != (Not Equal) to Last 7 Days", and while it mostly works - there are a handful of records still showing up in the report that shouldn't. I should mention that I'm in the "Timeline Activity" data set in the Reporting section of Gainsight. ([i]I've also used Created Date != (Not Equal) to Last 7 Days. But what seems to be happening is rather than looking at the last post, it's disregarding it and looking at the timeline history in total. At least, that's what its looking like in the case that some of the records are still appearing on the report that shouldn't be there.)
So I turn to you Community, have you had the request before? If so, how did you build the report in order to show this data? Did you have to do something custom?
I appreciate your time and feedback everyone! 🙂
I recently got a request from one of our Directors that he's needing to see accounts that have not had a timeline activity update in the last 7 days. While I have a report that shows me accounts with no activity - I'm having more trouble than I care to admit on this request.
While building the report I've used "Activity Date != (Not Equal) to Last 7 Days", and while it mostly works - there are a handful of records still showing up in the report that shouldn't. I should mention that I'm in the "Timeline Activity" data set in the Reporting section of Gainsight. ([i]I've also used Created Date != (Not Equal) to Last 7 Days. But what seems to be happening is rather than looking at the last post, it's disregarding it and looking at the timeline history in total. At least, that's what its looking like in the case that some of the records are still appearing on the report that shouldn't be there.)
So I turn to you Community, have you had the request before? If so, how did you build the report in order to show this data? Did you have to do something custom?
I appreciate your time and feedback everyone! 🙂