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To clone a deep profile report, open the report and go to Settings > Definition. Scroll to the bottom and select the Clone button. On the next screen, you can rename the report and make any other desired changes. After you've made any ...
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To edit a deep profile report, open the report and go to Settings > Definition . Change the fields as needed, then hit the blue Update button at the bottom of the screen. After you hit Update , you'll see this notification. You will ne...
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To create a new deep profile report, use the Reports link in the left navigation pane, then click on the blue Create button. Select Deep Profile from the dropdown menu. On the next page, give your report a descriptive name. Choos...
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A deep profile report is a comprehensive comparative tool to get deeper insights into the behavior of a segment or group using a common weighting scheme or to see how a segment compares relative to a benchmark. Most deep profile reports are created...
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To export data from a scorecard, go to the Download tab. If the report hasn't been computed recently, you can use the Compute button on the upper left of the list of tiles. If you ask to have the data computed again, you will receive an email wh...
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You will find a link in the lower right corner of the scorecard's results that you can use to add the scorecard to a dashboard. Select the dashboard to add the scorecard to from the dropdown list, then hit Submit . ...
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When creating or editing a multitimeview report, you will have a list of components after adding scores or multiscores to your report. Use the Edit button next to any of your components. This modal will appear. As you can see, you can filter...
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To export data from a multitimeview report, go to the Results tab. Use the Filter by Date field to get the data you need, then click on the hamburger menu on the right side of the graph (see the red arrow below). Choose View data table fro...
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To delete a multitimeview report, go to the Settings tab and scroll all the way to the bottom of the page. There's a red Delete button on the lower left corner of the page. If you click Delete you will see this modal: Use the De...
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By default, only you can see the reports you create. If you want them to be viewable by other members of your organization, go to Settings > Sharing and select the members with whom you wish to share it and the access you want them to have. Those ...