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Reporting

Reports can finally answer “who have we gone quiet on?”

The most-asked reporting question there is was the one report builder couldn’t answer.

The most-asked reporting question there is was the one report builder couldn’t answer. Activities - notes, calls, emails, meetings - live in their own table, and a report runs over one source at a time, so there was no way to reach an interaction date from a contact or company row. You could chart email volume by month, but you couldn’t ask which customers hadn’t heard from anyone since March. Every object now carries its own recency, derived from its real timeline. Five new fields on contacts, companies, deals and every custom object: Last activity, Last email sent, Last reply received, Last call or meeting, and Days since last activity - the last of which is a number, so you can filter on > 180 and group the result by owner. Inbound is deliberately separate from outbound. “We emailed them” and “they wrote back” are different facts, and only one of them is engagement. And the mirror image: the Activity and Email report sources now expose Record and Record type, so you can group the interactions themselves by who they were with - your ten most-emailed accounts last week, in one report. A record with no activity at all reports as empty rather than as zero days, because never contacted is not the same as contacted today. The AI assistant picks all of this up automatically and will stop hedging that it’s working from recent record edits rather than a verified interaction - it now has the verified interaction.

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