Data Profiling - Customised - Management

1 Customised – Management

1.1 Create a group

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 Edit a group – 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 Edit a group – Users

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 Edit a Group – Outcomes

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

1.5 Edit a Group – Fields and Outcomes

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

1.6 Edit a Group – 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 Delete – A 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