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PlaybookReportInput

Filters and grouping options for a playbook report.

input PlaybookReportInput {
aggregationLevel: ActivityMetricsAggregationLevel
closedAtStartDate: Datetime
closedAtEndDate: Datetime
createdAtStartDate: Datetime
createdAtEndDate: Datetime
activityStartDate: Datetime
activityEndDate: Datetime
groupBy: PlaybookReportGroupBy
playbookId: String!
closedStatusFilter: ClosedStatusFilter
isArchivedFilter: Boolean
dealStages: [String!]
accordStatuses: [String!]
}

Fields

PlaybookReportInput.aggregationLevel ● ActivityMetricsAggregationLevel enum

Time bucket size for the series: DATE, WEEK, or MONTH. Defaults to DATE when omitted; an explicit null buckets by month. Only CUSTOMER_ACCEPTED (the default groupBy, also used for ACCORD) honors it; every other metric ignores it and buckets by its own fixed date, or returns a single unbucketed row for OPPORTUNITY_AMOUNT.

PlaybookReportInput.closedAtStartDate ● Datetime scalar

Only include accords/deals closed on or after this date.

PlaybookReportInput.closedAtEndDate ● Datetime scalar

Only include accords/deals closed on or before this date.

PlaybookReportInput.createdAtStartDate ● Datetime scalar

Only include accords/deals created on or after this date.

PlaybookReportInput.createdAtEndDate ● Datetime scalar

Only include accords/deals created on or before this date.

PlaybookReportInput.activityStartDate ● Datetime scalar

Only include activity on or after this date.

PlaybookReportInput.activityEndDate ● Datetime scalar

Only include activity on or before this date.

PlaybookReportInput.groupBy ● PlaybookReportGroupBy enum

The metric to aggregate and group the report by.

PlaybookReportInput.playbookId ● String! non-null scalar

The playbook to report on.

PlaybookReportInput.closedStatusFilter ● ClosedStatusFilter enum

Restrict to closed-won or closed-lost deals. Honored by OPPORTUNITY_AMOUNT and the closed-won/lost counts only; the averages and CUSTOMER_ACCEPTED ignore it.

PlaybookReportInput.isArchivedFilter ● Boolean scalar

When set, filter accords by their archived state.

PlaybookReportInput.dealStages ● [String!] list scalar

Restrict to accords whose linked CRM deal is in one of these stages. Ignored by COUNT_CLOSED_WON and COUNT_CLOSED_LOST, which never apply the stage filter.

PlaybookReportInput.accordStatuses ● [String!] list scalar

Restrict to accords in one of these statuses.

Member Of

playbookReport query