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Julie-Pinto
Contributor ⭐️⭐️⭐️⭐️
March 25, 2020
New Idea

Ability to add custom/saved reports to dashboards

Related products:PX Analytics
  • March 25, 2020
  • 5 replies
  • 74 views

Posting on behalf of a customer (and I would also personally use this feature):

As a user, I would like the ability to pull in custom reports (path analyzer, feature adoption, etc) that I have already built and saved in PX. For example, I may want to pull in an adoption report that I’ve already customized with filters, timeframes, and dimensions (grouped by accounts or features, for example). That way, I can pull together multiple views of my data to see it all in one place without having to rebuild reports. 

    5 replies

    Molly.McQ
    Helper ⭐️
    August 18, 2022

    +1 consolidating various reports on a dashboard would be a significant improvement for both new and experienced PX users. 

    Scientia potentia est
    mmarques
    Helper ⭐️⭐️
    July 7, 2023

    I would like to be able to pull Path Analyzer reports into a dashboard. I’m trying to show the success of “What’s new” announcements, and would like to show the applicable engagement completion widget next to the corresponding Path Analyzer that I created to show use of features after completing the announcement.

    mmarques
    Helper ⭐️⭐️
    August 2, 2023

    @broghanzwack - Here is where I mention why I want Path Analyzer reports on my dashboard

    broghanzwack
    Contributor ⭐️⭐️⭐️⭐️⭐️
    August 3, 2023

    @mmarques Got it. While we can’t surface a Path Analysis report on your dashboard at the moment, you can embed a funnel that measures similar results. Its first step would be the Engagement, and the second would be a combination of all the features called out in the release Engagement. If you’re particularly interested in one feature, you can also limit the funnel to tracking that one alone for a clearer correlation. 

    mmarques
    Helper ⭐️⭐️
    August 3, 2023

    @broghanzwack - I think I will wait until Path Analyzer is available for Dashboards. Or won’t worry about including in a Dashboard.