Custom Reporting Dashboards for Advocacy
Updated
In Advocacy Reporting, you can use Advocacy-specific metrics and dimensions to create custom dashboards and widgets. Custom dashboards for Advocacy allow you to customize the data you see and the way that it's visualized.
Note: Use of this feature requires that Advocacy Marketing be enabled in your environment. To learn more about Advocacy Marketing, please contact your Success Manager.
Navigate to Advocacy Reporting
Click the New Tab icon and select Reporting under Advocacy.
Create New Dashboards
In the top right corner, select the actions icon and select Create to create a new Advocacy Dashboard.
Provide a name for your new dashboard, and enter any tags as desired.
Click Save to create your new dashboard.
Create Widgets
In a custom Advocacy dashboard, click Add Widget in the top right corner to add a new widget.
Provide a name for your new widget.
Select a visualization. The following visualizations are supported for Advocacy:
Column
Bar
Pie
Stacked Column
Stacked Bar
Line
Spline
Area
Area Spline
Bubble
Dual Axis
Combination
Table
Counter
Funnel
Summary Table
Text
Select the metrics and dimensions you'd like to display in your Advocacy reporting widgets. You can use the Advocacy Reporting Glossary for a list of available metrics and dimensions specific to Advocacy.
Streamlined Reporting by Consolidated Multi-Value Fields
With this feature you can ensure that multiple-value Custom Fields do not end up with duplicate rows in the reporting widget. These dimensions are called the 'CSV' version of the original dimension, and they will show multiple values in the same row separated by commas instead of creating multiple rows for each value.
These dimensions will be like the current Custom Field dimension except it will have CSV added next to them. For example, a Custom Field dimensions named 'Advocacy - Region' will have another dimension named 'Advocacy - Region CSV'.
This means quicker, more efficient reviews and richer insights, as all relevant data is presented in a unified and easy-to-digest format.