I have a question about an Activity Report and how to build it!
Contacts Have At Least 1 Successful Activity, Broken Down by Month
There is a custom picklist field called "Communication_Outcome__c" that has two possible outcomes: Attempted or Successful. I have also created a formula field called "Successful_Count__c" that counts (Power of 1) Activity records that have Communication_Outcome__c = Successful.
We want to have a monthly report that shows the Contacts that have had at least 1 Successful Activity. However, it's a little tricky because we would like a rolling list of successful contacts - for example, if someone was successfully contacted in June but not in July, that person would still be included in July. Here's a rough example:
August - 20
September - 28
October - 44
November - 50
December - 67
January - 74
In the above example, 8 new contacts were successfully contacted in September, not 28 new contacts (28 is the total rolling number so far).
Any help would be great!
1 Antwort
Marc,
I'm not aware of a way to display a running total in the report itself. However, you can display the running total as a cumulative line chart on the Report. This gives you the Month over Month increase cumulatively and then displays the raw data (i.e. 8 new contacts in a month) in the report.
Hope this helps.
Cheers,
James
