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CTA Reporting on Frequency

  • 7 August 2020
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Another CTA reporting question from a relative reporting newb.

 

I currently have a report in Report Builder that shows CTA name, created date, closed date and CSM name. It’s filtered to report on a single CTA. I’m interested in knowing how many times this CTA was created multiple times for single accounts. I have a feeling we’re being too trigger happy with the CTA, and I want the data to back up my assumption that say for 25 accounts, the CTA has been created 5 times, for 16 accounts 4 times, etc., etc. 

 

I know I can use the search field in each column to get results for a single account at one time, but I want to know all up how many multiple CTAs per account there are. I’ve played around with aggregation but can’t seem to get what I want.

 

Any help is much appreciated!

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Best answer by spencer_engel 7 August 2020, 15:26

Try putting CTA ID in the show field and Account Name in the by field so that you aggregate for a COUNT of CTA ID.  You can filter down to your specific CTA Name too with a filter on Call To Action Name. That should get you what you need. 

 
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Try putting CTA ID in the show field and Account Name in the by field so that you aggregate for a COUNT of CTA ID.  You can filter down to your specific CTA Name too with a filter on Call To Action Name. That should get you what you need. 

 
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Thanks @spencer_engel - I couldn’t find CTA ID, but using the Company Name in the By field more or less gives me what I want.

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