Pulling the latest timeline notes for a specific activity type

Forum|Forum|7 years ago
October 10, 2018
12 replies
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I'm attempting to create a report that pulls in company data along with activity timeline data that would show the notes for the latest activity of type 'X'. In order to get the maximum activity date for that specific activity type, there has to be a 'by' clause but then that prevents one from bringing in any string fields, specifically the notes field, which I realize can't be included in a report if there's a 'by' statement.

My use case for this is that i'm trying to replicate the customers tab in a report, since that tab will soon be deprecated.

Thanks for any information you may have.

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shane_mccoyAuthor

Contributor ⭐️⭐️⭐️⭐️

Hi @aparimala - If I understand the “Section/Embed Page” section of a C360 properly, I don’t believe that your desired output could be designed soley in Report Buillder. You’d have to use the Rules Engine to do transformations on Timeline Activity data first and output a new dataset that could then be reported on. A potential workaround could be to feed the latest entry of a specific activity type into the Customer Info / Account object but that could get messy depending on how large the entry is.