Advanced Techniques in InterAction Reporting

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