InterAction Peer Group InterAction Reports: How Firms are using them with advanced tools...

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


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


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


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


ADVANCED TECHNIQUES IN REPORTING


Agenda

Scenarios and associated techniques to achieve themOther TipsOther Resources


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


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


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


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


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


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


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


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


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


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


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


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)


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,….


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


Q & A

Kristyn Sornat [email protected]

Toby Adamson [email protected]

InterAction Peer Group InterAction Reports: How Firms are using them with advanced tools...

Documents

Transcript of InterAction Peer Group InterAction Reports: How Firms are using them with advanced tools...