Question

Report filtering for multiple CTA assignees

  • 28 April 2022
  • 1 reply
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I am building a report to identify incorrectly assigned CTAs and am hoping to filter for instances where CTA 1 is assigned to X and CTA 2 is assigned to Y, like in the example below. Would this be a filter option and how would I need to set the filter?

 


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@mknowles - 

Assuming you want CTA’s from one company to be assigned to only one CSM. You could create a report that has

Show me 
Count Distinct of GSID (GSID) [from call to action] 

Group by 
Company Name ( Company → Name) 

Owner Name ( Owner → Name )     

The above report will group CSM’s under a company and display how many CTA’s they have linked to that company. 

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