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Setting default columns for scorecard drilldown

Stimson
Tera Contributor

‎04-07-2024 10:06 PM - edited ‎04-08-2024 01:55 AM

Hi everyone,

I'm new to platform analytics and I'm trying to set the default columns for the single scorecard when I drill down, I can edit columns in the edit > edit columns, but it is not reflecting for others (current version of PA: Utah)

 

Steps I followed:

  • Add a new visual to the dashboard (using add new element > single scorecard)
  • set up the data source (case table. condition: Active is True, No predefined conditions added)
  • Enable the drill-down option to see the records

Current column:
Case

contact

assigned to

account

etc.

 

Required:

Number

short description 

assignment group 

assigned to 

etc..

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rickysnyder94
Tera Contributor

‎10-15-2024 08:40 AM

Hi Stimson, were you ever able to solve this issue. I'm currently working with our PA Admin, and I'm hoping we can find a solution that would enable him being able to create a default set of columns for our scorecard drilldowns as well. 

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