How do to access the reports I saved?
How do to access the reports I saved?
Click on Change report, and select the report you want from the list.
How do I change the name or description of the report?
How do I change the name or description of the report?
Click on Change report, and click on the three dots icon ➡ Edit Saved Report to update the name and description.
I selected a date range on my filter but on the table, it shows a different date range. Why so?
I selected a date range on my filter but on the table, it shows a different date range. Why so?
The two date ranges are different. The date range applied on the filters is to get the list of records.
As for the date range on the table -
It shows up only when you add the engagement-related columns to the report (touchpoints or categories). To add the engagement-related column click on Edit Columns.
Use this date range field to see within a given time frame how many times the user had a specific touchpoint or participated in a particular category of touchpoints.
Every time I open the Engagement Studio, a report is already loaded. How can I change that?
Every time I open the Engagement Studio, a report is already loaded. How can I change that?
The last saved report is by default loaded on the page. So any admin who saved a report last, that report gets loaded. This is by design.
Click on Change report, and select the report you want to view from the list.
I don't see the option to select all the records at once in the report. How do I do that?
I don't see the option to select all the records at once in the report. How do I do that?
There is no option to select all the records.
When no records are selected on the report, you will see a ⚙️gear icon on the table. Click on that and select the appropriate action. It would apply to all the records on the list.
How do I delete a report?
How do I delete a report?
Click on Change report, and click on the three dots icon ➡ Delete Saved Report.
