Reporting and Analytics
Discussion List
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Scheduled report limiting to 10,000 rows and not exporting all dataContent Hi, Scheduled report is limiting the data to 10,000 rows. I am getting the report sent over as .CSV attachment, the data is more than 10,000 rows but the report …User_2025-02-03-16-11-55-768 44 views 5 comments 0 points Most recent by User_2025-02-03-16-11-55-768 Reporting & Analytics for B2C Service -
Showing all incidents where a user has completed a survey along with survey resultsContent As the title suggests! Can anyone please advise me how I would get a report showing all incidents that has a closure survey completed and the relevant answers/re…King Jack 30 views 1 comment 1 point Most recent by Jess Campbell Reporting & Analytics for B2C Service -
Incident Address History tab with Quick Search behaviorContent Hi there, I’ve attached a quick video about what I’m trying to accomplish here. My question is: is there a way to make that Incident Address History tab "automag…User_2025-02-03-18-54-30-672 14 views 2 comments 0 points Most recent by User_2025-02-03-18-54-30-672 Reporting & Analytics for B2C Service
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How to remove the Limit and Order section from filters?Content There is a limit and order section in filters screen which can be seen just above the search button and i want to remove that.Can someone help me to work on it? …User_2025-02-03-19-33-34-796 35 views 5 comments 0 points Most recent by User_2025-02-03-19-33-34-796 Reporting & Analytics for B2C Service
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CX - R13 Sales Cloud: Industry for Consumer Goods -- September 12, 2017, 9:00 a.m. PT - Submit QuestContent Submit your questions for the CX - R13 Sales Cloud: Industry for Consumer Goods session to have them answered during the live event. Post your questions by posti… -
Include empty Qs in a report.Content Hi, I have a report that shows incidents per Qs. It is not showing the Qs that are currently empty. I would like it to show the empty Qs as well. The report is b…User_2025-02-03-16-51-39-328 35 views 9 comments 1 point Most recent by User_2025-02-03-16-51-39-328 Reporting & Analytics for B2C Service
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Report FiltersContent Is there a way to remove spaces from the data being searched? For example, if the phone number data contains phone numbers such as: 0123456789 0123 456 789 If I …User_2025-02-03-19-57-59-416 26 views 2 comments 0 points Most recent by Danette Beal Reporting & Analytics for B2C Service
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Incident Reporting under Agent that Took No ActionContent I have a report that shows Agent Incident activity during a set interval but I've noticed something that isn't reporting how I would like. It is showing all Inci…User_2025-02-03-22-22-34-586 50 views 1 comment 0 points Most recent by User_2025-02-03-16-51-39-328 Reporting & Analytics for B2C Service
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Guided Assistance Effectiveness (By Guide) - Analytics Cookbook RecipeContent Guided Assistance Effectiveness By Guide Author: Joe Landers Difficulty rating: (Basic) Target persona: Call Center Director, Business Analyst, Knowledge Adminis…Joe Landers 36 views 1 comment 3 points Most recent by Erica (Leep) Anderson Reporting & Analytics for B2C Service -
Guided Assistance Performance Summary - Analytics Cookbook RecipeContent Guided Assistance Performance Summary Author: Joe Landers Difficulty rating: (Basic) Target persona: VP Operations, Business Analyst, Call Center Director, Knowl…Joe Landers 42 views 1 comment 3 points Most recent by Erica (Leep) Anderson Reporting & Analytics for B2C Service
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Channel Distribution by Interface - Analytics Cookbook RecipeContent Channel Distribution By Interface Author: Joe Landers Difficulty rating: (Basic) Target persona: VP Operations, Business Analyst, Call Center Director For compan…Joe Landers 34 views 1 comment 3 points Most recent by Erica (Leep) Anderson Reporting & Analytics for B2C Service
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Channel Distribution (Incidents Created by Source) - Analytics Cookbook RecipeContent Channel Distribution Incidents Created By Source Author: Joe Landers Difficulty rating: (Basic) Target persona: Chief Customer Officer, VP Operations, Business A…Joe Landers 43 views 1 comment 3 points Most recent by Erica (Leep) Anderson Reporting & Analytics for B2C Service
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Contact Reasons - Analytics Cookbook RecipeContent Contact Reasons Incidents Created By Source, Interface, Queue, Disposition, Product, and Category Author: Joe Landers Difficulty rating: (Intermediate) Target pe…Joe Landers 48 views 1 comment 3 points Most recent by Erica (Leep) Anderson Reporting & Analytics for B2C Service
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Answer Effectiveness Micro View - Analytics Cookbook RecipeContent Answer Effectiveness Actionable Knowledge Foundation Author: Joe Landers Difficulty rating: (Basic) Target persona: Business Analyst, Training Manager, Knowledge…Joe Landers 46 views 1 comment 4 points Most recent by Erica (Leep) Anderson Reporting & Analytics for B2C Service
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Knowledgebase Performance - Analytics Cookbook RecipeContent Knowledgebase Performance Actionable Knowledge Foundation Author: Joe Landers Difficulty rating: (Basic) Target persona: Chief Customer Officer, VP Operations, B…Joe Landers 80 views 1 comment 3 points Most recent by Erica (Leep) Anderson Reporting & Analytics for B2C Service
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KB/CP/Guide Usage Summary - Analytics Cookbook RecipeContent Usage Summary Summary of CP, Knowledge, and Desktop Usage Author: Joe Landers Difficulty rating: (Basic) Target persona: Chief Customer Officer, VP Operations, B…Joe Landers 85 views 1 comment 4 points Most recent by Erica (Leep) Anderson Reporting & Analytics for B2C Service
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incidents.search_thread and phrasesContent Hi, I created a report to use incidents.search_thread to search incidents. The idea is to be able to search for a few keywords or a phrase describing an issue. I…User_2025-02-01-07-03-13-295 50 views 1 comment 0 points Most recent by User_2025-02-03-20-08-03-425 Reporting & Analytics for B2C Service
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Report with a filter on a column which is not a primary keyContent Hi everyone, To respond to my client's need, I activated the option "Email Address Sharing" to allow the creation of multiple contacts with the same email. The a…User_2025-02-03-17-19-35-270 25 views 5 comments 0 points Most recent by Carl Elliott Reporting & Analytics for B2C Service
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Dynamic column generation using Report Custom ScriptsContent Is there any way to dynamically generate column from a custom filed value in Report? For eg: I have a custom filed c$type with values Request, Complaint, Enquiry…Vijay Krishna VS-Oracle 20 views 2 comments 1 point Most recent by Vijay Krishna VS-Oracle Reporting & Analytics for B2C Service -
Schedule times - which timezone?Content I have a report that is set to be using a different time-zone than the one I am in. I was asked to schedule this report for the people in the report's time-zone.…User_2025-02-03-16-51-39-328 32 views 6 comments 0 points Most recent by User_2025-02-03-16-51-39-328 Reporting & Analytics for B2C Service
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How to backlog and find when an incident was assigned to an agentContent Hi All, I have a reporting query. My requirement is to find the count of assignments of incidents that were assigned to a particular agent on a backdated time. F…User_2025-02-03-19-31-14-086 35 views 5 comments 1 point Most recent by User_2025-02-03-19-54-01-010 Reporting & Analytics for B2C Service
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CX - R13 Engagement Cloud: August 30, 2017, 9:00 a.m. PT - Submit QuestionsContent Submit your questions for the CX - R13 Engagement Cloud session to have them answered during the live event. Post your questions by posting a new comment to this…
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CX - R13 Sales Cloud: Platform and Extensibility: August 17, 2017, 9:00 a.m. PT - Submit QuestionsContent Submit your questions for the CX - R13 Sales Cloud: Platform and Extensibility session to have them answered during the live event. Post your questions by postin…
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CX - R13 Sales Cloud: Business Intelligence: August 16, 2017, 9:00 a.m. PT - Submit QuestionsContent Submit your questions for the CX - R13 Sales Cloud: Business Intelligence session to have them answered during the live event. Post your questions by posting a n…
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Looking to network with other B2B OSC users with Outside sales teamsSummary Looking to share best practices/tips/techniquesContent We are in the early stages of rollout - effectively integrating OSC to our Contract Management System (thi…User_2025-01-28-21-54-07-380 48 views 0 comments 2 points Most recent by User_2025-01-28-21-54-07-380 Sales
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Export/Print Formatting or Layout IssueContent I'm having an issue with exporting and/or printing a dashboard. Here's my scenario. Please let me know what I may be doing wrong. I've created a dashboard that i…User_2025-02-03-18-15-20-995 26 views 2 comments 0 points Most recent by User_2025-02-03-18-15-20-995 Reporting & Analytics for B2C Service
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Multi-select by checkbox / form controls in a reportContent Hi, I have a report for incidents that has a drill-down level to show a preview of the email text. Our supervisors use this to check similar incidents. They want…User_2025-02-01-07-03-13-295 34 views 2 comments 0 points Most recent by User_2025-02-01-07-03-13-295 Reporting & Analytics for B2C Service
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If String Contains then ...Content Hello All We have a telephony data feed into Servicecloud. There are multiple (Telephony) lines for the same client. For the purposes of a report I want to group…User_2025-02-03-16-56-52-129 33 views 1 comment 0 points Most recent by User_2025-02-03-19-30-01-975 Reporting & Analytics for B2C Service
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Category MapsContent I was asked by a colleague to assist in creating something to show a full map of categories used in the product. A few changes happened here and there and we end…Chris Clifton 50 views 0 comments 5 points Most recent by Chris Clifton Reporting & Analytics for B2C Service
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Can we report on Answers Viewed by Keyword Search?Content We're looking for a report that will show Answers Viewed based on Keyword Searches. So for example, if the search was "returns," and let's say I get 50 answers i…User_2025-02-03-19-48-53-278 25 views 2 comments 2 points Most recent by User_2025-02-03-19-48-53-278 Reporting & Analytics for B2C Service