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build a Report on the Timeline entries that shows the list of Accounts with 0 (null) entries in some period of time

  • 17 December 2020
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Userlevel 3
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Hello all!

 

Has anyone tried to produce a report that would show accounts per CSM that were not touched (no timeline entries) for a specific period of time (last 60 months for example)?

Of course, I can find the accounts that have had timeline entries in the last 6 months but how can I get the opposite?

 

Is the only way to use data designer? and merge the list of customers and the timeline object?

 

Thanks!
Lyne

 

 

 

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Best answer by heather_hansen 17 December 2020, 22:27

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Userlevel 7
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So, we created a field on the Company object to store the Last Activity Date.  So, I wrote a rule to populate that daily, and then, I can just pull a report where that value is NULL to get the accounts with no activity.  Hope that helps!

Userlevel 3
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Wow, so simple! I like it and I will try it now. Thanks!

Lyne

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