Difference between revisions of "Data Profiling - Customised - Management"

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(Customised – Management)
 
(→‎Customised – Management)
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=='''Customised – Management'''==
 
=='''Customised – Management'''==
−
<br/>
+
 
−
==='''Create a group'''===  
+
==='''Group - Create'''===  
 
Allows you to create a custom group of fields in a campaign to report on:  
 
Allows you to create a custom group of fields in a campaign to report on:  
 
#Choose the campaign to base the report on
 
#Choose the campaign to base the report on
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#Complete the Group
 
#Complete the Group
  
−
==='''Edit a group – Primary Details'''===
+
==='''Group - Edit Primary Details'''===
 
#Choose the campaign and the report you wish to edit
 
#Choose the campaign and the report you wish to edit
 
#Change the field names on wish to report on if you wish and save the report. The report will now output the new updated fields that were chosen.
 
#Change the field names on wish to report on if you wish and save the report. The report will now output the new updated fields that were chosen.
−
==='''Edit a group – Users'''===
+
==='''Group - Edit Primary Details'''===
 
#Choose the campaign
 
#Choose the campaign
 
#Choose the report
 
#Choose the report
 
If you do not select any users all records will be returned, if you select users, the records associated with these users will not be returned.
 
If you do not select any users all records will be returned, if you select users, the records associated with these users will not be returned.
−
==='''Edit a Group – Outcomes'''===
+
==='''Group - Edit limit by Outcomes'''===
 
#Choose the campaign
 
#Choose the campaign
 
#Choose the report
 
#Choose the report
 
#Choose the outcome(s) from the list you wish to edit
 
#Choose the outcome(s) from the list you wish to edit
−
==='''Edit a Group – Fields and Outcomes'''===
+
==='''Group - Edit Fields and Sequence'''===
 
#Choose the campaign
 
#Choose the campaign
 
#Choose the report
 
#Choose the report
 
#Use the check boxes to select which fields you would like to edit
 
#Use the check boxes to select which fields you would like to edit
−
==='''Edit a Group – Grouping Parameters'''===
+
==='''Group - Edit Grouping Parameters'''===
 
#Choose the campaign
 
#Choose the campaign
 
#Choose the report
 
#Choose the report
 
#Create the grouping options to enable the building of specific groups.
 
#Create the grouping options to enable the building of specific groups.
 
#The more options used, the more focused the group.
 
#The more options used, the more focused the group.
−
==='''Delete – A Group'''===
+
==='''Group - Edit Rolling Totals Settings'''===
 +
* In development
 +
==='''Group - Edit Cross Linked Campaign Engine Settings'''===
 +
* In development
 +
==='''Group - Delete Group'''===
 
#Choose the campaign
 
#Choose the campaign
 
#Choose the report you wish to delete
 
#Choose the report you wish to delete
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#Choose the campaign
 
#Choose the campaign
 
#Select the field names you wish to filter from the data reports
 
#Select the field names you wish to filter from the data reports
 +
==='''Statistics Calculation - Add'''===
 +
* In development
 +
==='''Statistics Calculation - Edit'''===
 +
* In development
 +
==='''Statistics Calculation - Delete'''===
 +
* In development
 +
==='''Statistics Report - Add'''===
 +
* In development
 +
==='''Statistics Report - Edit'''===
 +
* In development
 +
==='''Statistics Report - Delete'''===
 +
* In development

Revision as of 09:31, 15 November 2013

1 Customised – Management

1.1 Group - Create

Allows you to create a custom group of fields in a campaign to report on:

  1. Choose the campaign to base the report on
  2. Name the Group (Report) - Save and Continue
  3. Choose the users/agents you wish to base the report on
  4. Choose the outcomes
  5. Choose the fields
  6. Reorder the fields in the report if you wish to do so
  7. Continue with more filtering of fields if required
  8. Complete the Group

1.2 Group - Edit Primary Details

  1. Choose the campaign and the report you wish to edit
  2. Change the field names on wish to report on if you wish and save the report. The report will now output the new updated fields that were chosen.

1.3 Group - Edit Primary Details

  1. Choose the campaign
  2. Choose the report

If you do not select any users all records will be returned, if you select users, the records associated with these users will not be returned.

1.4 Group - Edit limit by Outcomes

  1. Choose the campaign
  2. Choose the report
  3. Choose the outcome(s) from the list you wish to edit

1.5 Group - Edit Fields and Sequence

  1. Choose the campaign
  2. Choose the report
  3. Use the check boxes to select which fields you would like to edit

1.6 Group - Edit Grouping Parameters

  1. Choose the campaign
  2. Choose the report
  3. Create the grouping options to enable the building of specific groups.
  4. The more options used, the more focused the group.

1.7 Group - Edit Rolling Totals Settings

  • In development

1.8 Group - Edit Cross Linked Campaign Engine Settings

  • In development

1.9 Group - Delete Group

  1. Choose the campaign
  2. Choose the report you wish to delete
  3. This action is permanent
  4. Select Filter Fields
  5. Choose the campaign
  6. Select the field names you wish to filter from the data reports

1.10 Statistics Calculation - Add

  • In development

1.11 Statistics Calculation - Edit

  • In development

1.12 Statistics Calculation - Delete

  • In development

1.13 Statistics Report - Add

  • In development

1.14 Statistics Report - Edit

  • In development

1.15 Statistics Report - Delete

  • In development
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