Reporting on Interactions is an important tool for understanding recent meetings, coverage, next steps, and more. Reports can be scheduled in AIM on a regular cadence and sent to Users via email so you have the data you need when you need it.
Commonly Scheduled Interaction Reports include:
- Interactions – Last Week
- Accounts where the Last Interaction Date is greater than X days ago (e.g. Current LPs where the Last Interaction Date is greater than 30 days)
- Coverage Reports (e.g. For the Accounts that I cover, who have not been contacted in the past 30 days)
- Interaction Count by Type
Report Types are key for creating Interaction reports. It’s important to think about what information needs to be included in the Report.
Use the Last Interaction and Last Interaction Date fields if you need summary information. This allows you to use Report Types for each object (e.g. Account). The Notes field is truncated in this view so that multiple rows of data appear. However, if the report is exported to Excel, all data is visible.
The Report Type appears on existing reports directly above the Report Name. In the example below you’ll see the “Investors to Contact” Report uses the “Accounts and Last Interaction” Report Type.
For detailed information on Interactions, use a Report Type that includes Interactions with Interaction References (example highlighted below).
When selecting a Report Type, it’s best practice to first type/search what you’re looking for in general, such as ‘Interactions’ in the example below. Then, select a more specific Report Type such as ‘Interactions with Interaction References’ depending on what else you’d like to see in the Report.
