PA Breakdown Source on a Custom Table

Dienne Giuliano
Tera Contributor

We have a custom table (CSAT Survey Results) and this custom table references the User table.  I'm trying to create a PA Breakdown Source from this custom table to the User table so I can report on the Agents Country Code which is a list field on the User table.  

 

In standard reporting, I am able to dot walk from this custom table to Agent.Country Code (Image below)

DienneGiuliano_0-1725891060842.png

 

However, when I try to create a Breakdown Source on the custom table for Agent.Country, I can not access Country Code from the element tree 

DienneGiuliano_1-1725891124840.png

 

I need to create Automated and Formula indicators with the Country Code breakdown, any ideas how I can accomplish this?

1 ACCEPTED SOLUTION

Hi @Dienne Giuliano ,

 

All right, I then think you need to make the breakdown source based on the sys_choice table, where after you should do the breakdown mapping on the user table for the country code field. 

 

If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.

 

Best regards

Anders 

 

 

If my answer has helped with your question, please mark my answer as the accepted solution and give a thumbs up.

Best regards
Anders

Rising star 2024
MVP 2025
linkedIn: https://www.linkedin.com/in/andersskovbjerg/

View solution in original post

7 REPLIES 7

AndersBGS
Tera Patron
Tera Patron

Hi @Dienne Giuliano ,

 

The country code mentioned, is that a simple drop down list, reference or what type of field? 

 

If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.

 

Best regards

Anders 

If my answer has helped with your question, please mark my answer as the accepted solution and give a thumbs up.

Best regards
Anders

Rising star 2024
MVP 2025
linkedIn: https://www.linkedin.com/in/andersskovbjerg/

Hi Anders,

 

Thank you so much for responding!  The Country Code field is a drop down list.

Hi @Dienne Giuliano ,

 

All right, I then think you need to make the breakdown source based on the sys_choice table, where after you should do the breakdown mapping on the user table for the country code field. 

 

If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.

 

Best regards

Anders 

 

 

If my answer has helped with your question, please mark my answer as the accepted solution and give a thumbs up.

Best regards
Anders

Rising star 2024
MVP 2025
linkedIn: https://www.linkedin.com/in/andersskovbjerg/

Thank you so much @AndersBGS!  I ended up creating the breakdown source on the sys_choice table, added conditions pointing to the sys_user table and element of country then created the breakdown mapping on the custom table to Agent. country code