How do I implement graph reports for User and Organization Lists?
Introduction:
Learn how you can save historical data related touser and organization smart lists, and use them to generate dynamic graphs. In this guide, we will walk you through the process of creating smart lists and presenting them in a visual manner, to glean valuable insights from your data.
Access Smart List Creation:
Navigate to Smart Lists: Begin by accessing the smart list creation feature within your platform by navigating to Connections> Lists> Click on User Smart List folder
Select User or Organization Smart List: Choose whether you want to create a user-specific or organization-wide smart list, depending on your requirements. In this example, we will see how to create a user smart list.
Define List Criteria:
Create a New List: Start by creating a new smart list by clicking on the ‘Create’ CTA button.
Set List Name: Enter a descriptive name for your list to distinguish it from others.
Toggle Graph Display: A new checkbox option labeled "Show Graph" has been added. Check this box to enable graph display for your list.
Define List Filters: Add conditions to filter the users or entities you want to include in your smart list. This could include criteria such as job title, department, or any other relevant factors.
Customize Graph Settings:
Select Graph Type: Upon completing the list criteria, proceed to the next step. Here, you can choose the type of graph you want to display: bar chart or line chart.
Adjust Time Period: Determine the time period for which you want to generate data. Options include daily, weekly, monthly, or a collective view spanning a broader timeframe.
Review and Analyze:
You can also select multiple lists and generate a custom report for the selected lists. The graph will display the number of lists selected and the count of users or entities within those lists.
New Feature: Enhanced Data Visualization
You can now view stats and related information by hovering your mouse over Line and Bar charts.
This functionality is available for all different types of stats in user and organization list reports.
Benefit: Improves data accessibility and provides quick insights without needing to click through to detailed views.
Save List:
After reviewing and analyzing the graph, save your smart list to preserve the criteria and settings for future reference.
Conclusion:
By following these step-by-step instructions, you can leverage the power of graphs to visualize and analyze user and organization smart lists effectively. This feature empowers users to make informed decisions, drive organizational growth, and unlock valuable insights from their data.
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