Edit Timeline Report Display

The Timeline report can be customized.

Display Single or Multiple Data Streams

Single or multiple data streams can be displayed by selecting the required data streams during the creation of the report. For example, selecting Activity and Processes creates a report where the two timelines display adjacent to each other, per user.

Display Single or Multiple Day Duration

Longer time periods can be displayed by selecting a different time range from the Edit Report page. The timeline axis is automatically adjusted for the specified time period, and displays an approximate representation of the data for the time period.

When an application analysis filter is selected, the maximum report range is a single day.

Hide or Show Idle Time

You can hide or show idle time in Timeline Reports.

Procedure

In the Report Criteria window, select or clear the Include idle time in report option.
Click Display Report.

Idle time by default is color coded white.

Change Color Coding Display

Color coding display can be modified for: Applications, Triggers, Processes, Steps, Process Events, and Collections Contribution Timeline reports.

Procedure

Open a Timeline report and click the Set Timeline Colors button.
In the Timeline Objects Display Colors window, from the Default chart colors area, select the Chart Object to modify.
Change the color selection and click the Close button.

Open Interactions

Drilling down from the DPA timeline into a contact data item allows the user to open the contact Interactions Portal directly. The user requires the Search for Interactions privilege.

Procedure

In the Report Type, select Timeline Report.
Set the Date Range.
In the View By, select User.
If required, add Filters.
Generate the report and select Show Interactions.
Drill down from the timeline bar into an interaction.
From the Interactions home page, you can playback the recorded contact.