When building reports for executive management, you obviously don't want to enter into technical details or definitions.
So usually you would group values in a bucket which is self explanatory such as "online / offline" for channels or "engaged / non engaged" for status etc.
If you can't do it inside... well you end up extracting the data in excel, which is not exactly our dream right ?
So we should have the possibilty to create on demand buckets or even better : buckets that could be shared for all users. Very useful if you manager several LOB or countries with a super user for each.
Of course if you know a solution... I am interested
Depends.
Within the report, I think you can.
You can use Field Organizer to do that bucketing, but there's a limit to the buckets. Possibly 3 fields.
You can also push 3 fields to the Funnel Report in Admin > RCE.
Hi Josh,
There is a restriction in the usage of Field organizers : they can only be created in the default workspace and in some cases (instance that have been upgraded from local usage to a global one) the default workspace might not be the global one.
See this question:
Field Organizer in only 1 workspace?
and this idea:
-Greg
Hi Dan,
see my answer above
-Greg