Setting default columns for scorecard drilldown
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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..
- Labels:
-
Performance Analytics
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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.