interaction peer group interaction reports: how firms are using them with advanced tools...
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InterAction Peer Group
InterAction Reports: How Firms are using them with advanced tools
Presentation By: Kristyn Sornat Much Shelist Denenberg Ament &
Rubenstein, P.C
Toby Adamson Lexis Nexis InterAction
April 10, 2009
InterAction Peer Group
Goal of Report
Save attorneys time when preparing for business development meetingsMake it easier to pull comprehensive information from InterActionPromote the setting of activitiesPromote the InterAction Upgrade from 5.1 to 5.6
InterAction Peer Group
Adapting the Out-of-the-Box IA Overview Reports
InterAction Peer Group
Adapting the Out-of-the-Box IA Overview Reports
InterAction Peer Group
Adapting the Out-of-the-Box IA Overview Reports
InterAction Peer Group
Adapting the Out-of-the-Box IA Overview Reports
InterAction Peer Group
Adapting the Out-of-the-Box IA Overview Reports
InterAction Peer Group
Adapting the Out-of-the-Box IA Overview Reports
InterAction Peer Group
Adapting the Out-of-the-Box IA Overview Reports
InterAction Peer Group
Introducing the Report to Attorneys
Snapshot of InterAction information for a contactPrint it before a meeting or callCan be used for either a company or individual contactIntroduced it three different ways
InterAction Peer Group
ADVANCED TECHNIQUES IN REPORTING
InterAction Peer Group
Agenda
Scenarios and associated techniques to achieve themOther TipsOther Resources
InterAction Peer Group
Scenario – Lets Start Simple
Displaying a list of people and company contacts. Want to show:People: Person Name Company NameCompanies: Company Name AKA Name
What to do:Use Full Name for the first fieldInclude Person_Company_Indicator as a report fieldFormat the field using the following IF statement= Person_Company_Indicator == "Person" ? Company_Name : Company_AKA ;
Example: In-Depth Report / Name, Company, Job Title & Contact Types section – Company Name field
InterAction Peer Group
Components of a Calculation
Statement Meaning= If (All If statements start with this script item)? Then: Otherwise| Or+ Plus (used to concatenate fields)== Equals&& AndSystem.String Field contains text (for text fields only)( ) Used to nest If statements null Field is empty or leave the field blank
InterAction Peer Group
Scenario: Displaying Contact Types
Want to display contact types as (Client), but don’t want to show contacts without a contact type with ()What to do:
Format the field using the following IF statement=Contact_Types is System.String ? "(" + Contact_Types + ")" : null;
Example: In-Depth Report / Name, Company, Job Title & Contact Types section – Contact Type field
InterAction Peer Group
Scenario: Changing Labels
Want to change the label depending on some aspect of the data (display email for people, web site for companies)What to do:
Include Person_Company_Indicator as a report fieldFormat the field using the following IF statement
= Person_Company_Indicator == "Person" ? "E-mail" : "Web Site" ;
Example: In-Depth Report / Primary Addresses and Phones section – E-Address Label
InterAction Peer Group
Scenario: Complex IF StatementsWant to display one value if the field has the value of X or Y otherwise display some other valueThis is complex because of the X or YWhat to do:
Format the field using the following IF statement= System.String.Equals(Regarding_Name, null) ||
System.String.Equals(Regarding_Name, "Contacts") ? null : "Regarding: " + Regarding_Name;
Example: In-Depth Report / My Most Recent Phone Call or Meeting section – Regarding Field
Activity_Contact Summary Regarding_NameAdamson, Toby Global Activity ContactsAdamson, Toby Folder-Specific Activity Toby's Sponsored Marketing ListLexisNexis InterAction
InterAction Peer Group
Scenario: Display Current Date
Want to display the current dateWhat to do:
Format the field using the following statement=System.DateTime.Now.ToShortDateString()
Example: Every Report Footer
InterAction Peer Group
Scenario: ConcatenationWant to display two or more fields concatenated, with or without a separatorWhat to do (without separator):
Format the field using the following statement= Mailing_Address + " " + PrimaryPhone;
What to do (with separator)Format the field using the following statement
= Mailing_Address + " | " + PrimaryPhone;
Example: In-Depth Report / Recent Communications section –Originator Field
InterAction Peer Group
Scenario: Suppress Entire Rows
Want to show Who Knows Whom, but not include alumniWhat to do: (Only available in 5.6 or later)
Include contact types for the “right hand side” of the relationship (the firm personnel)Only include the “alumni” type
Format EACH field with the following IF statement= Related_Contacts_Contact_Types is System.String ? null :
Related_Contacts_Job_Title; (or whatever field it is)
Example: None
InterAction Peer Group
Scenario: Date Calculation
Want to show a different value depending on a date value.If contact added to list in last 30 days, show the row, otherwise, show a message
What to do:Add a group footer with a field formatted with the following IF statement
=System.DateTime.Now.AddDays(-30) <= Date_Added ? null : "Not added to any marketing lists recently.";
Example: : In-Depth Report / Marketing Lists – Recently Added section – No Info Text in the group footer
InterAction Peer Group
Scenario: Maximum
Display the latest date of all the activities for a contactWhat to do:
Format the activity date field as shown
Example: Stagnant Contacts Report
InterAction Peer Group
Scenario: Count
Want to count the number of unique activities of a typeWhat to do:
Group by typeSort by typeCreate group based on typeIn the Group footer, format the group as follows
InterAction Peer Group
More Details on Count
COUNT vs. DCOUNTConsider Activity ReportInclude contacts for each activity
1 2/1/09 Phone Call Jane Doe1 2/1/09 Phone Call Jane Tarnoff
ResultsCOUNT = 2DCOUNT = 1 (1 unique activity)
InterAction Peer Group
Other Tips
To ensure fields don’t overlap, make sure they have a small space in between verticallyTo re-use a section on more than one report, hit find in the section tab,….
InterAction Peer Group
Other Resources
Marketing and Data Steward Guide – Chapter 39.http://support.interaction.com/doc/pdf/56SP1/IA56SP1-MarketingAndDataSteward0109.pdf
Including News and Business – Marketing and Data Steward Guide – Chapter 38 Watch for a new user forum on the support site where tips, questions and/or report designs can be posted
InterAction Peer Group
Q & A
Kristyn Sornat KSornat@muchshelist.com
Toby Adamson Toby.Adamson@lexisnexis.com
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