One of my customer (Lara Farlow) from the company (Tableau software) is trying to get the report to differentiate between timeline activities that are tied to a success plan objective and standard timeline activities that were logged through the timeline. Below is the screen shot to try and help explain.
Here is an example Screenshot (https://cl.ly/e6e59ae43092). This call was logged so that it was associated with the objective "build a center of enablement".
Here is the report ( (https://cl.ly/888539a92f2f). Ideally, we would like to be able to distinguish the activities tied to an objective, right now they are all grouped together. Our end goal would be a report that showed all of JP’s activities associated to success plan objectives. This would allow us to say he has completed 10 calls that were directly related to success plan objectives.
New Idea
Combine report on Success plan's objective with activity timeline
Hi Hardik,
To filter out the timeline entries made from CTA's (from cockpit & objectives) vs the ones made from timeline....you can filter the report on the field "Context Name" = CTA.
If you want to further see only the timeline entries made from Objectives and not any CTA in general, you can write a rule to merge the data from Activity Timeline & CTA to get the relevant timeline entries.
Let me know if that helps
To filter out the timeline entries made from CTA's (from cockpit & objectives) vs the ones made from timeline....you can filter the report on the field "Context Name" = CTA.
If you want to further see only the timeline entries made from Objectives and not any CTA in general, you can write a rule to merge the data from Activity Timeline & CTA to get the relevant timeline entries.
Let me know if that helps
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