The Reporting Default Options page is where you manage the global settings that standardize the platform experience for your entire organization. From this page, you can define what your team sees the moment they log in, control how data benchmarks are displayed, and set specific requirements for your Case Management workflow.
1. Organizational Landing Page (Home Page)
The landing page is the very first dashboard you and your users see upon logging into the platform. While this defaults to the "Overview Dashboard," you can customize this to any public dashboard that better suits your team's needs.
Looking to change your landing page? View our step-by-step guide on Setting a Custom Landing Page for Intelligence (IQ) here.
2. Reporting View Options (Benchmarking)
These settings allow you to control the visibility of company-wide averages. This is particularly useful if you want to hide benchmarking data on specific dashboards to keep the focus on local or product-specific metrics.
| View | Modification | Before | After |
| Hierarchy Summary Dashboard | Hide Overall Company Metrics | ||
| Product Dashboards | Hide Average Product Score | ||
| Record View | Hide Overall Company Average YTD |
3. Case Management Options
Customize how your team creates and manages cases to ensure all action items are directly linked to your platform data:
'Create Case' Button Visibility: To ensure all cases created are tied to a specific response (a customer's survey, a particular check performed at a location, or a mystery shop visit), the ability to create an unassociated case can be removed. This setting ensures that all cases will be created directly from a response.
Case Creation Fields: Select which specific fields (Question, Description, or Assignee) are mandatory when a user manually creates a case.
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