Contacts with Account Maps and Activities (Tasks)
This report provides 2 blocks = its a joined report:
Contacts added to the Account Maps as Stakeholders
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
Report types: Contacts with/without Account Map Nodes
Contacts with/without Activities
1. Create custom report types
How to create the report types: Contacts with/without Account Map Nodes
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: