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naquiyah_cash
naquiyah_cash
Contributor ⭐️⭐️⭐️⭐️
November 18, 2015
Question

Success Plans: Adding the # completed/overdue on reports 2.0

  • November 18, 2015
  • 13 replies
  • 236 views
Hi

Do we know if we are able to bring in the top line metric of # of objectives completed, overdue etc to show up in reports 2.0? currently we have the completion % field however having a number of completed of pending would be good to have.



Naquiyah

    13 replies

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    trevor_shand
    trevor_shand
    Helper ⭐️
    October 27, 2016
    Nitisha, where can I learn more about reporting on success plans. It sounds like the basic reporting I would like to see, things like % of success plan complete, is already built, but I don't know how to do it.

    Thank you.

    Trevor
    nitisha_rathi
    nitisha_rathi
    Expert ⭐️⭐️
    October 28, 2016
    Hi Trevor,

    A lot of out of the box fields have been added in CTA Group (Success Plan) and Call to Action(Objectives) object to help you create effective reports.

    E.g. To generate a report % of success plan complete, you can build a report on CTA Group object and choose fields Account Name, CTA Group Name and Precent Complete. This will give you % completion of all success plans for all account.

    The list of newly added fields is available in Aug release notes (Point #3)

    Please feel free to mail me if you are facing problems in creating any reports and I will help you with it.

    Thanks,
    Nitisha

    trevor_shand
    trevor_shand
    Helper ⭐️
    October 28, 2016
    This is great, I was pulling the wrong object which is why I didn't see them. 

    Thank you so much. 
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