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kypowell
Contributor ⭐️
October 7, 2019
Question

Reporting on Success Plans and CTA's

  • October 7, 2019
  • 2 replies
  • 209 views
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 ⭐️
    October 7, 2019
    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?

    darkknight
    darkknight
    Expert ⭐️
    October 10, 2019
    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.

    Jeff Kirkpatrick
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