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Improving Performance Insights programme reporting functionality

Improve Performance Insights to be able to export an automated programme's raw data in a couple of clicks. 

At the moment I'd have to go into each of the programmes' email reports to export the raw data. Each of our current programmes have over 10 emails. This would be very time consuming. Please make this more user friendly. 

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Sep 16 2019
  • Needs review
How will this idea be used?

To report on automated programmes' performance more efficiently.

What is your industry? Financial Markets
What is the idea priority? High
DeveloperWorks ID
RTC ID
Link to original RFE
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  • Admin
    Maddy Devetski commented
    16 Sep 15:41

    Have you tried adding a widget to show all emails related to a program? I would recommend going through this workflow: 

    1. Visit the Create report page.

    2. Create an email channel report. 

    3. Give it a name that is important to you. 

    4. Go to the upper right hand corner of the report and click menu.

    5. Click add widget.

    6. Add a table widget. 

    7. Change the Primary Dimension: Email Name

    8. Add any metrics that are of interest to you. 

     

    Then, I recommend filtering your entire report by the Program name you are interested in. The table you created above will show all your emails in your program. 

  • Admin
    Maddy Devetski commented
    16 Sep 18:30

    You also have the ability to export an entire report to excel or an individual widget to csv, with two clicks. 

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    17 Sep 16:23

    Thanks for getting back to me Maddy. 

     

    I've followed your suggestion - which could be an alternative. 

    There's one thing I'm still confused with. When I change the report filter to 'Last week' the graphs on my dashboard still report on days outside the 'Last week' window (i.e. last 2 weeks and this week). How can I be sure that the table widget will show metrics for the period I'm actually looking for?

     

    Cheers