Activity association report
- 2 minute read
- Contributors
- PDF
Activity association report
- 2 minute read
- Contributors
- PDF
Article summary
The Activity Association report in Company settings shows how Gong activities are linked to CRM objects. It helps ensure correct associations and identifies if activities are linked to multiple entities. The report allows filtering by activity type, timeframe, and limits the number of activities included. This helps in tracking and managing activity associations effectively.
Did you find this summary helpful?
Thank you for your feedback
Where to go: Click Company settings > Reports > Activity Association
The activity association report shows which Gong activities are associated with which CRM objects. Use the report to determine whether your activities are being correctly associated with your CRM entities. In addition, if you prefer activities to be associated with one CRM entity, you will be able to see when they are associated with multiple entities. In this case you may want to check if you are using contact roles to identify CRM contacts. For more details, see How Gong associates activities to deals.
To generate the activity association report:
In the Activity association report dialog box fill in the filters to narrow down the report to include only the activities you want the report to cover as follows:
Activity type: the activities you want the report to cover.
Timeframe: the timeframe you want the report to cover.
Maximum number of activities: limit the number of activities that are included in the report.
Click Email report.
The fields included in the report are:
Field name | Description |
|---|---|
Activity Id | The Id of the activity in Gong. Appears in the URL for the activity in Gong |
Activity Type | The type of activity |
Activity Title | The title of the activity |
Link to Activity | Link to the activity in Gong |
Activity Date | The date of the activity |
Organizer Name | The name of the person who organized the activity |
Organizer Job Title | The job title of the person who organized the activity |
Organizer Email | The email of the person who organized the activity |
Company Participant Identifiers | The Ids of the activity participants from the company |
External Participant Identifiers | The Ids of the activity participants who are external to the company |
Company Participant Names | The names of the people participating from the company |
CRM Account Ids | The Ids of the account in the CRM associated with the activity |
CRM Account Names | The names of the accounts in the CRM |
CRM Opportunity Ids | The Ids of the opportunity in the CRM associated with the activity |
CRM Opportunity Names | The names of the opportunities in the CRM |
CRM Contact Ids | The Ids of the contacts in the CRM associated with the activity |
CRM Contact Names | The names of the contacts in the CRM associated with the activity |
CRM Lead Ids | The Ids of the leads in the CRM associated with the activity |
CRM Lead Names | The names of the leads in the CRM associated with the activity |
Number of Accounts | The number of accounts the activity is associated with |
Number of Opportunities | The number of opportunities the activity is associated with |
Number of Contacts | The number of contacts the activity is associated with |
Number of Leads | The number of leads the activity is associated with |
Manually associated accounts | The Ids of accounts manually associated with the activity |
Manually associated opportunities | The Ids of opportunities manually associated with the activity |
Was this article helpful?