399
edits
Changes
Customised – Management
=='''Customised – Management'''==
<br/>
==='''Create a group'''===
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
==='''Edit a group – 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.
==='''Edit a group – Users'''===
#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.
==='''Edit a Group – Outcomes'''===
#Choose the campaign
#Choose the report
#Choose the outcome(s) from the list you wish to edit
==='''Edit a Group – Fields and Outcomes'''===
#Choose the campaign
#Choose the report
#Use the check boxes to select which fields you would like to edit
==='''Edit a Group – 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.
==='''Delete – A 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
<br/>
==='''Create a group'''===
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
==='''Edit a group – 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.
==='''Edit a group – Users'''===
#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.
==='''Edit a Group – Outcomes'''===
#Choose the campaign
#Choose the report
#Choose the outcome(s) from the list you wish to edit
==='''Edit a Group – Fields and Outcomes'''===
#Choose the campaign
#Choose the report
#Use the check boxes to select which fields you would like to edit
==='''Edit a Group – 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.
==='''Delete – A 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