Content Comparison

Step-by-step creation of a scheduled report using components of the Call explore.

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• • [All campaigns]
    
    • Click the arrow to the left of Campaigns to expand its list of dimensions
      
    • Hover your mouse over the first dimension, Campaign
      
      This will bring up the options for the dimension
      
      In this case, do NOT click the Campaign dimension. Doing so will add it to your query, and we only want to filter by Campaign.
    • Click on FILTER to add the filter on the right-hand side
      
      Because we want to include ALL campaigns, the default settings can be left as-is. Otherwise, click in the text box to add a list of the desired campaigns you wish to include in the query.
      
      
  • [All agents]
    
    • Click the arrow to the left of Agents to expand its list of dimensions
    • Hover your mouse over the Agent ID* dimension
      *In this example, you could also use the Agent Name filter instead. Another option is to use both.
    • Click on FILTER to add it
    • Hover your mouse over the Agent Name dimension
    • Click on FILTER to add it
    • Leave both filter settings as-is to include all Agent IDs and names
      
      
      
• Click Run to test the query
  
• Choose a Visualization option
  • Click the arrow to the left of VISUALIZATION to expand the list of available choices
  • Click through each to see how the data would be displayed
    
    
    Not all options will be appropriate for all queries
    For example: clicking on the Map visualization will return this message:
    
    Select the visualization that makes the most sense for the data that will be displayed.
    
    
  • Click the Single Value option
    
    
• Save the look
  • Click the settings button in the top right
    
  • Click on Save as a Look
    
    
    • Add a Title and an optional Description
    • Browse for a save location by choosing a folder on the left
      
      Remember that saving into the Shared space means other users can access and make changes to this look. Saving into your Personal space means that only you can see it.
    • Click Save to save the look and return to the explore or click Save & View Look to save and then run as a new query.
      

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• Click on Bar graph
  *Since this look contains multiple measures with varying results that are meant to be compared to one another, the Column or Bar graph options are best suited here.
  
  Each measure is pre-assigned a color. To make changes to that or to any of the bar graph settings, click the Settings icon.
  *Visualizations can be customized with various pre-made color themes or you can create your own. For more details on custom color palettes and using the color picker, click here.
  
  Inside the Settings menu, you can also tweak the visual representation of the data output. the changes will be made in real time so you can see how it would look.
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• Any changes you make will be automatically saved when you close the Settings pop-up.

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