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New table component in Report Builder
Use the table component to display and take action from your segments within a custom report.
Some considerations:
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Edit columns
- Refer to segmentation data points for options.
- Columns in the table are managed through the Report Builder and do not affect columns in the base segment.
- Only attributes marked as editable can be modified; and only editable segments can be edited (i.e., you cannot edit a collection segment).
- Sharing
- When you share a report with a table component, the user with whom you are sharing sees only the first page of results displayed in the report.
- The shared report does not sort on the following: Pagination, search, or any editability functions.
- Users can use the direct log in from the shared page to access the full report / table from within Totango.
Bug fixes
The following issues have been resolved:
[Bug Fix] Some scorecards showed the wrong values. The issue has now been resolved.
[Bug Fix] Some hierarchy roll-up values in the Key Info tab displayed as currency. The issue has now been resolved.
[Bug Fix] Some scorecards failed to load. The issue has now been resolved.
[Bug Fix] Task segments were based on Last Update field, which caused a mismatch in the touchpoints appearing in the segment. Task segments now only show records with Create Date within the current year, which is consistent with how touchpoint segments operate.