Customizing Rows in a Cross Tab Report

See Also

Permissions Required

Manage Analytics - Creating, editing and deleting Cross Tab and Drill Down reports and granting access to other Users while creating or editing Cross Tab or Drill Down reports.

While creating a Cross Tab report, you can define one or more rows and customize them.

To Customize Rows

1.  In the Rows and Columns page of the New Talisma Report wizard, click next to the Row box. The Define Custom Rows dialog box is displayed.

The Define Custom Rows dialog box

2.  Click New. The Define Row dialog box is displayed.

The Define Row dialog box

3.  Type a name for the row in the Row Name field.

4.  From the Calculate for this Row area, select the appropriate mathematical function.

◦   Select Count of <Object> if you want the row to display the count of the selected base Object.

Example   You are generating a report on Interactions. Select Count of Interactions

- OR -

◦   Select <Function> of and specify the required function, and the Property for which the function must be calculated and displayed in the row.

Example   You want to track the average number of Interactions resolved in a week. Select the function Average of Properties-Number of Messages.

- OR -

◦   Select Time taken for and specify the required Properties if you want the row to display the total time taken for an Object's Property to change from one state to another.

Example   You want information about the number of days a customer service representative needs to resolve an Interaction. Select the function Time Taken for and select Properties-Interaction State to change from Open to Resolved with Days as units.

5.  You can specify Filter conditions in the Define conditions area, if you want specific information to be displayed in the row. You can Group the conditions, if it is required. Click Clear to clear the specified conditions.

6.  The Include data from Archive database option is enabled if you selected a Talisma Higher Education Foundation Object, an Interaction, a Campaign, or a <custom object> as the base Object. Select this option if you want the row to display information about the archived base Object.

Note  You can work with Talisma Higher Education Foundation Objects if your organization has implemented Talisma Higher Education Foundation.

7.  Click OK. The new row is displayed in the Custom Rows area of the Define Custom Rows dialog box.

Repeat Steps 2 through 7 to create additional rows.

8.  In the Define Custom Rows dialog box, you can select the required row from the List of Rows, and click:

◦   Edit to modify row details.

◦   Copy to create a copy of the row.

◦   Delete to remove the row.

◦   Move Up or Move Down to change the order of the row.

9.  Click OK. The custom rows are created and displayed in the Sample area of the Rows and Columns page of the New Talisma Report wizard.