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kypowell
Contributor ⭐️
Oct 7, 2019 5:57 PM UTC
Question

Reporting on Success Plans and CTA's

I am report on accounts where Onboarding CTA's have been completed, but within that same report show their success plan data, whether it is null or not.

I tried creating a Data Space on Calls To Action and then adding in Success Plan data, but I can't seem to get it to a place that works because I don't think there are enough key identifiers to join all the fields I need.

Any ideas how else I can make this work?

    2 replies

    john_apple
    john_apple
    Expert ⭐️
    Oct 7, 2019 8:08 PM UTC
    Are the Onboarding CTAs part of the Success Plan? Perhaps you could make a Custom MDA object and then populate with the data from CTAs and Success Plans?

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    darkknight
    darkknight
    Expert ⭐️
    Oct 10, 2019 3:23 PM UTC
    What sort of Success Plan data are you trying to include?

    The Success Plan name equates to CTA Group Name in the Call to Action object.

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    Jeff Kirkpatrick
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