Product/ Feature Enhancement:

Related products: None

Hello, we have created a DD space to unify data from SFDC Account and GS Relationship data, so that we can report on latest Timeline Activities for specific Relationships. I created test report DD test - CL CAL Updates which may be manipulated for testing this case.

While the intent of the DD space is to identify latest activities logged with Max Activity Date, it is pulling in all timeline activity entries. We would like to see a list view of the entries like in report [dd] Cloud Lending - Critical Account Updates Most Recent, therefore we do not want to apply aggregation to the activity date in the report builder. Rather, we would like a way to achieve a similar looking report but with only the last activity logged for each account.

Additionally, we would like the DD space and report to include a field indicating whether a timeline activity was logged at the C360 or R360 level. Is this possible?

Thanks in advance for any assistance you can provide in achieving this use case.

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