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Sugar Market was formerly known as Salesfusion.

Use Case: Creating an Unengaged Contact Report

Overview

The following use case demonstrates using a custom report to find which contacts have not been engaged in the last six months using the SalesfusionLastActivity field, which provides a timestamp of a record's last activity.

Steps to Complete

To create the report:

  1. Navigate to Create > Report > Advanced Report Builder.
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  2. Set your parameters as follows:
    • Select Data Source: Single Table
    • Table/View: Contacts
    • Report Type: Tabular
    • Report Name: Contacts Unengaged Previous 6 months.
    • Report Description: Your preferred descriptor for this report.
    • Shared Report: Select this option if you want this report to be visible to other users.
    • Report Folder: Your preferred location for storing the report.
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  3. Click the Create Report button. The Report Details page opens.
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  4. On the Columns tab, click the Add button. Select the following columns, and then click the Save button:
    • FirstName
    • LastName
    • Email
    • SalesfusionLastActivity
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  5. On the Filters tab, click the New button. Set the following criteria, and then click the Save button:
    • Column Name: SalesfusionLastActivity
    • Operator: Is Less Than
    • Column Value: ++DaysSubtract180++
    • Row Logic: AND
    • Group Number: 1
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  6. Click the Save Report button in the upper right-hand corner.
  7. Hover over the Report Options button, and then select your desired report type.
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Use this report for any desired time period by modifying the number of days used in the filter in Step 5.

Last modified: 2021-03-02 15:03:08