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chris_mudd
Gainsight Employee ⭐️
Gainsight Employee ⭐️
October 9, 2017
New Idea

Report on External Attendees from Timeline

  • October 9, 2017
  • 12 replies
  • 151 views
We would like to be able to report on external attendees from timeline data.  More importantly being able to report on the most recently contacted attendee. 

Use Case:
We want to be able to see when a team member last reached out to a specific point of contact (External attendee). Would be nice to be able to see a widget like this in the C360:

Name Title Role Activity Type Most Recent Activity Date 
Joe Smith Operations Analyst Day-to-Day Call 10/5/2017 10:00:39 AM 
Jane Doe Director of Operations Technical Champion Meeting 9/30/2017 2:30:45 PM 

Jessica Rabbit CIO Executive Sponsor Meeting 9/30/2017 2:30:45 PM

    12 replies

    andreammelde
    Helper ⭐️⭐️
    September 28, 2020

    It looks like the users that are external attendees are all grouped into one field. Is there a way to see how many times someone was an external attendee? We want to see who is most contacted or included in meetings/ communication

    Andrea Carroll
    dan_ahrens
    Expert ⭐️⭐️⭐️
    October 1, 2020

    It looks like the users that are external attendees are all grouped into one field. Is there a way to see how many times someone was an external attendee? We want to see who is most contacted or included in meetings/ communication

    @andreammelde This can be done by running a report on Activity Attendee and grouping by Full Name and showing count of Activity ID. See example below. This will show the name of attendees and the total number of activities that they were tagged as external attendees in. 

     

     

    VP of Customer Success at Forcepoint