Attached is a sample report on the Activity object for our organization:
The first number column is the number of "Successful" contacts we've had this month with each student, as given by a custom field Successful_Count__c (if(Communication_Outcome__c = "Successful",1,0)); the second number column is the number of "Attempted" (unsuccessful) contacts we've had this month with each student, also given by a similar custom field Attempted_Count__c (if(Communication_Outcome__c = "Attempted",1,0).
This report is filtered by Due Date THIS MONTH, as one of our management metrics is that we ask our mentors to reach out successfully to a student that month (Successful), and if the student is unresponsive, we ask that the mentor make at least 3 outreaches (Attempted). Basically, either at least a 1 in the first column or a 3 in the second column.
How can I make this boolean? I assume it's a field I'd need to create on the Task object, but I'm unable to set the proper criteria. The criteria for this boolean (checkbox, possibly?) field are:
True
- 1 successful contact THIS MONTH or 3 attempted contacts THIS MONTH
Ideally, I'd love to be able to just give the managers of the mentors a report that says Mentor A had a 78% rate of hitting the outreach benchmark on his/her caseload, based on that boolean field.
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Any help here would be vastly appreciated!
1 risposta
Because you need to count tasks for a given month, you'll need to use something like Rollup Helper for this and store the value on the Student record.
