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Topics#Reports & DashboardsFrage von Laura Jennings
Laura Jennings fragte in #Reports & Dashboards
2. Aug. 2011, 17:19

Don't count duplicates on summary report

I have a report of activities summarized by account.  In some cases an activity was entered twice with the same related to account, but different contacts.  We would like to count this activity only once for this account.  The report lists activity subject & date by account, summarizing the number of activities per account.  The record count counts each of these activities individually.  I added a "count" formula field with a value of 1 on the activity, and summarized by it hoping that the report would use "smart" totaling and not count each occurrence.  But it did not perform as I had hoped.

 

Don't count duplicates on summary report
4 Antworten
  1. Ruth Margolis
    2. Aug. 2011, 18:02
    I think that you're going to run into problems because the same activity for different contacts isn't a duplicate, even if you're not displaying the contact field. 

     

    You may have to export the file into excel and do a pivot table to get the information. 

     

    Or you may have to employ some code to get the report to do what you want. 

     

    Either way, it's going to require some manipulation.
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