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Contacts with Account Maps and Activities (Tasks)

Contacts with Account Maps and Activities (Tasks)

This report provides 2 blocks = its a joined report:

  1. Contacts added to the Account Maps as Stakeholders

  2. Contacts with Activities (Tasks)

If you have any questions, please reach out to us at support@people.ai

Report Parameters

Custom fields creation: No

Custom report type creation: Yes

Contacts with/without Activities

 

1. Create custom report types

Contacts with/without Activities

  • NOTE: Fields in this report types can be renamed

    • Click Edit Layout to rename Fields

2. Create the report

  • Go to the Reports tab and click New Report

  • Select Report Type “Contacts with/without Account Map Nodes” > Continue

  • Click on Filters and adjust them to see records

  • Open Outline tab and add desired fields

  • Click Report > select Joined Report and Apply

 

 

  • Click Add Block and select the second report type “Contacts with/without Activities”

  • Open Filters and adjust them to see records for the second block

  • Open Outline and add desired fields to the second block

  • Make changes as needed and Save&Run the report.

 

Result:

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