Add stacked data to bar chart components
Within report builder, you can now add stacked bar data to the y-axis of bar chart components.
Considerations
- Supports the following segment types: Account and opportunity
- Hover over bars to see breakdown and totals.
- Once you add stacked data to the chart, you cannot remove it.
Get quick insights into campaign targeting
When using the "Targeted by campaign" or "Not targeted by campaign" filter options, you have two new options:
- Any Value
- No Value
These new options allow you to quickly view all customers targeted by any campaign. Previously, you had to select one or more campaigns, one-by-one.
For example, create an account segment to see all accounts targeted by any campaign within the last 30 days.
Some limitations apply; currently not available for custom report global filters.
Choose a measurement for lifecycle filters
Lifecycle status filters that use "is one of," "is not one of," or "Is not one of or does not exist" now have a new option to choose a measurement for how timeframe is counted.
Previously, specifying a timeframe would automatically count occurrences within all time.
- Logic: Check if the status(es) has ever remained for at least XX days, but not necessarily during the selected time period; it must have only occurred at least once during the selected time period.
-
Example: Show me accounts that have been at "At Risk" at least once in the last 30 days AND have been "At Risk" for at least 7 days overall.
- Result: It's Day 90; Account A matched the status on Days 1, 12, 21, 45-48, [80] = 8 days at risk overall and 1 day within the last 30 days
Now, a new option is available to only count occurrences within the specified timeframe.
- Logic: Check if the status(es) remained for at least XX days during the time period.
-
Example: Show me accounts that have been at "At Risk" at least 7 days during the last 30 days.
- Result: It's Day 90; Account B matched the status on Days 1, 12, [70-75, 80, 83-85] = 10 days at risk within the last 30 days
Counting occurrences only within the timeframe is the new default setting, but you can choose your preference.
Change alignment within text components
Specify horizontal alignment of text within the text component in custom reports.
View full segment name with on-hover functionality
When viewing a segment list within a Totango SuccessBLOC (Segments tab), you can now hover over the segment to see the full name (>40 characters). This UX adjustment reduces the need for an extra click to see the full segment name when it is too long for the space on the page.
Bug fixes
[Bug Fix] When adding a new collection record from an account profile, form labels were not visible for collection attributes. Now a label for each collection attribute persists on the form, even after a value is entered into the fields.
[Bug Fix] Generating a presentation failed after uploading a PPTX file that included a chart with the Chart Title data field. The issue is now resolved.
[Bug Fix] A link to a shared custom report would not open properly if the report contained a table component. The issue is now resolved.