Report Timeline activities based only in one CTA Reason

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  • Updated 1 month ago
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Hi guys,
I would like to know if there is a way to view information from CTAs and Timeline Activities in one object.

I need to report how much time was spent for CTAs of the same reason. I'm using the duration field in Timeline activities for meetings.


For example each CTA's Call  has an activity logged in the timeline with the description of the meeting and the time spent.

At the end of Success Plan I want to know how much time was spent and which CTA the CSM forgot to record the Duration.

I couldn't do it because in the object 'Timeline Activity' there is only the Context ID field that connects to the CTA and doesn't have a field that lets me filter the CTA's category or CTA's reason.

Do you have some way to do it or road-mapped when could I do it?

Thanks!
Olavo Zapata
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Olavo Zapata

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  • unsure

Posted 1 month ago

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Dan Ahrens, Employee

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Hi Olavo,

You can do this by writing a bionic rule to bring together the data from these objects and then writing that data to a custom MDA table, which you would then use for reporting off of. 
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Olavo Zapata

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Hi Dan,

Thanks for this straight answer. This is exactly what I need.
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Dan Ahrens, Employee

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Glad to help. :)