Ability to Report on Internal Attendees from Activity Timeline

  • 14
  • Idea
  • Updated 1 month ago
  • Under Consideration
Similar to Melissa's recommendation in "Need the ability to report on external contacts within Timeline Activity," it'd be nice to have the ability to report on Internal Attendees from the Activity Timeline.

Use Case: My technical team (TSMs) often join CSMs on phone calls, emails, etc. I would like to run a report and see how often my team is listed on an Activity as an "Internal Attendee" to help understand our impact. 
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Cinco Coates

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Posted 1 year ago

  • 14
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Dan Ahrens, Official Rep

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Hi Cinco,

Thanks for using Timeline and for building reports on that data! There's definitely a strong use case for reporting on attendees (internal and external). Right now the only fields you can't use in reporting or rules are the attendees and the raw text notes, but our engineering and product teams are looking to make improvements on those. 
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Jake Smith, Champion

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This is becoming an increasing request for us as well. Is there a timeline for this feature request?
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Dan Ahrens, Official Rep

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We will be shipping a number of Timeline enhancements in our Fall release (November) that will include increasing max attachment size to 30MB, ability to create picklist/dropdown custom fields and exposing the raw text as a reportable source.

Attendees as a reportable source are being targeted for Winter release (~Feb timeframe). 
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Heather Hansen, Champion

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In looking at the release notes, it looks like neither this or external made it to the winter release.  Can you confirm and give a new potential date available?
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Colin Burns

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Did this slip?
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Dan Ahrens, Official Rep

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Yes, we were unable to deliver this with our winter release. Sorry about that.  This functionality has presented some technical difficulties that required more time to fully develop and test. We recognize this as an important feature and are working to enable this soon!
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Brad Jennings

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Can we get an update on this?
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Hardik Mota, Employee

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Hi Team, 

One of our customer (Ashley Phelps) from the company (name: Double Dutch) is also interested in this feature. Do we have any update on the ETA for this requirement?