1 / 27

InterAction Reports: How Firms are using them with advanced tools

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. Goal of Report.

claral
Download Presentation

InterAction Reports: How Firms are using them with advanced tools

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. 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

  2. Goal of Report • Save attorneys time when preparing for business development meetings • Make it easier to pull comprehensive information from InterAction • Promote the setting of activities • Promote the InterAction Upgrade from 5.1 to 5.6

  3. Adapting the Out-of-the-Box IA Overview Reports

  4. Adapting the Out-of-the-Box IA Overview Reports

  5. Adapting the Out-of-the-Box IA Overview Reports

  6. Adapting the Out-of-the-Box IA Overview Reports

  7. Adapting the Out-of-the-Box IA Overview Reports

  8. Adapting the Out-of-the-Box IA Overview Reports

  9. Adapting the Out-of-the-Box IA Overview Reports

  10. Introducing the Report to Attorneys • Snapshot of InterAction information for a contact • Print it before a meeting or call • Can be used for either a company or individual contact • Introduced it three different ways

  11. Advanced Techniques in Reporting

  12. Agenda Scenarios and associated techniques to achieve them Other Tips Other Resources

  13. Scenario – Lets Start Simple • Displaying a list of people and company contacts. Want to show: • People: Person Name Company Name • Companies: Company Name AKA Name • What to do: • Use Full Name for the first field • Include Person_Company_Indicator as a report field • Format 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

  14. Components of a Calculation

  15. 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

  16. 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 field • Format 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

  17. Scenario: Complex IF Statements • Want to display one value if the field has the value of X or Y otherwise display some other value • This is complex because of the X or Y • What 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

  18. Scenario: Display Current Date • Want to display the current date • What to do: • Format the field using the following statement =System.DateTime.Now.ToShortDateString() • Example: Every Report Footer

  19. Scenario: Concatenation • Want to display two or more fields concatenated, with or without a separator • What 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

  20. Scenario: Suppress Entire Rows • 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 • Want to show Who Knows Whom, but not include alumni • What 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

  21. 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

  22. Scenario: Maximum • Display the latest date of all the activities for a contact • What to do: • Format the activity date field as shown • Example: Stagnant Contacts Report

  23. Scenario: Count • Want to count the number of unique activities of a type • What to do: • Group by type • Sort by type • Create group based on type • In the Group footer, format the group as follows

  24. More Details on Count • COUNT vs. DCOUNT • Consider Activity Report • Include contacts for each activity • 1 2/1/09 Phone Call Jane Doe • 1 2/1/09 Phone Call Jane Tarnoff • Results • COUNT = 2 • DCOUNT = 1 (1 unique activity)

  25. Other Tips To ensure fields don’t overlap, make sure they have a small space in between vertically To re-use a section on more than one report, hit find in the section tab,….

  26. 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

  27. Q & A Kristyn Sornat KSornat@muchshelist.com Toby Adamson Toby.Adamson@lexisnexis.com

More Related