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.
Ability to Report on Internal Attendees from Activity Timeline
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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.
Attendees as a reportable source are being targeted for Winter release (~Feb timeframe).
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?
We are getting multipl request for this feature. Can we please priortized this one and let us know the ETA ?
1) Would like to measure the # of meetings that are attended by CSM team. (and see volumes grouped by onsite, meeting, email, etc)
2) Would like to understand how often each member of Exec team has joined customer meetings. We have a goal to increase exec level interactions, and this will help us to create visibility to the trend.
Internal Attendees and External Attendees fields: The Activity Timeline object is now enhanced with two new fields; Internal Attendees and External Attendees. These fields return the list of internal and external attendees (respectively), who attended a particular meeting.
This feature is avialbe now please refer to this article for more inforamtion.
@All, thanks for posting and happy posting!!!
X attended 3 meetings on their own
Y attended 2 meetings on their own
X & Y both attended 1 together.
X - 3
Y - 2
X, Y - 1
X - 4
Y - 3
Bumping this thread - does anyone have any recommendations for how to achieve the above…?