Create a report that shows only the last activity logged in the timeline per each account
CS Timeline
My client is trying to create a report that only shows the last activity logged in the timeline per each customer. We were hoping to be able to create a new field and populate it with a rule to flag the last activity for each customer, however, the rules engine can't write to Activity Timeline fields.
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Here is a snippet from the post regarding creating the Report for customers not touched in x time -
"In your Show field, pick Activity Date - choose Aggregation of Max Date (the latest date)
In your By field, pick Account Name
Then Filter by Max Date not being in last 7 days - this will show you list of customers and the last activity date
Note I also included a filter for Today as it seems Activity from CTAs can post with future activity dates
https://cl.ly/3w3G0f3Z2R3U "
I hope this helps!