[[File=== Overview === Allows you to create a custom group of fields in a campaign to report on:Dataprofiling_customised_001.png]] #Choose the campaign to base the report on#Name the Group (Report) - Save and Continue#Choose the users/agents you wish to base the report on#Choose the outcomes#Choose the fields#Reorder the fields in the report if you wish to do so#Continue with more filtering of fields if required#Complete the Group
=== Group Generation ===
[[File:Dataprofiling_customised_001.png]]
For more options have a read of [[Data_Visualisation_Options]]
=='''Customised – Management'''==
==='''Group - Create'''===
Allows you to create a custom group of fields in a campaign to report on:
#Choose the campaign to base the report on
#Name the Group (Report) - Save and Continue
#Choose the users/agents you wish to base the report on
#Choose the outcomes
#Choose the fields
#Reorder the fields in the report if you wish to do so
#Continue with more filtering of fields if required
#Complete the Group
==='''Group - Edit Primary Details'''===
#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.
==='''Group - Edit Primary Details'''===
#Choose the campaign
#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.
==='''Group - Edit limit by Outcomes'''===
#Choose the campaign
#Choose the report
#Choose the outcome(s) from the list you wish to edit
==='''Group - Edit Fields and Sequence'''===
#Choose the campaign
#Choose the report
#Use the check boxes to select which fields you would like to edit
==='''Group - Edit Grouping Parameters'''===
#Choose the campaign
#Choose the report
#Create the grouping options to enable the building of specific groups.
#The more options used, the more focused the 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 report you wish to delete
#This action is permanent
#Select Filter Fields
#Choose the campaign
#Select the field names you wish to filter from the data reports
[[Category:Module Specific:Data Profiling]]