Here is one of my reports I am most proud of!
It will create a list of all past activities, group them per month place them on a timeline.
These can be activities for one account, or across an account hierarchy by filtering on the ‘corporate account name’ which is the representation of the hierarchy top level account, but it could be adapted to show for example the activities a salesrep has had with all contacts within an account.
This does not require any additional reporting software, this can be created and used on Oracle Engagement Cloud instance.
Report catalog file: Account Timeline v 3.2.2.catalog
The latest release allows for drilldown on the activities and will generate the activity icons better.
This is a preview of what the report looks like in Engagement Cloud.
Find out here how to import and export report catalog files.
Mel@CRMNow
This is great Edward. I have uploaded the catalog within my instance and I notice that the icons displayed in your version are not appearing in mine. How did you reference these please?
Edward Dewolf
@Mel: I am using the awesome font to display the icons and I realize that they sometimes do not load quickly enough. I am reworking the timeline to no longer have this issue, expect a newer version soon 🙂
Anthony
Hi Edward,
I am confused on how to actually import a catalog file to our BI. Specifically your Account Activity Timeline Report.
Edward Dewolf
Anthony,
Download the catalog file. Use the unarchive option to upload the catalog file in your BI catalog in a directory where your users are allowed to run reports. Could you provide more details off what part of this process is causing you troubles?
Once uploaded, check out the filters in the report, you will have to adapt them to your implementation. Right now it is hardcoded to show only activities for 1 account but this can easily be made context sensitive.
Edward
Edward Dewolf
Video has been posted: http://www.dewolf.net/reusing-reports/
Anthony
Hi Edward,
Thank you. I figured it out. We are fairly new to BI and didn’t know we could upload files to BI. What are the benefits of this feature that you tend to utilize? Is it possible to upload reports from CRMOD?
Best,
Anthony
Joe
Hi Edward,
I am having trouble loading this into our instance of Sales Cloud. We’ve never uploaded catalog files before. I read your documentation and am having difficulty understanding the exact steps.
Thanks!
Edward Dewolf
Joe,
Let me record a video this weekend on how to archive and unarchive these catalog files. I hope this will give you a better understanding of the process.
Edward
Vaibhav Lankepillewar
Excellent! It surely help our sales team to improve their productivity.
Thanks Edward..Keep sharing knowledge.
ATIF ERDEM
Hello Edward,
Is it possible to narrow down the size of activity boxes within the report so that report can fit in sales infolets. Even if I am choosing infolet dimension as 3*2 , it seem that report does not fit into dimension.
Regards,
Atif
Edward Dewolf
Atif,
Sure ! In the prefix box of the narrativ view, in one of the first few lines, you can set the height and width of the canvas (in pixels) and the rest of the image will size accordingly
Edward
Niels
Hi Edward,
Thanks for the beautiful report, we have used it in multiple occasions.
There is one small issue which we have run into however. Is it possible to cut off the subject field when it reaches the end of the activity box? Because we have long subjects and then the text runs out of the box.
Niels
Edward Dewolf
Niels, good catch! I released a new version 3.2.2 that will cut off the subject field to make sure it will not run out of the activity box. I hope this works for you !
Niels
Thanks, Edward! I will try it.
Another problem I run into is that I try to add the activity description field to the report (not the subject field that is in there now). It can’t get it doen. This is probably because there is a lot of text or it’s because of the datatype (CLOB probably). I don’t get a result when I put it in there.
Any idea how to get this done?
Niels