Configure Visual Thresholds for Detail Reports

Required Permissions Level:  Dashboard and Reports Creator

We know that some of you run detailed reports from our services, or have reports set up for scheduled delivery that can get pretty lengthy. Some of you have tens of thousands of records being pushed out in a single report! Sifting through those detailed reports to find your outliers or clue in on values that exceed your targets can be difficult. What would be really helpful is some sort of visual formatting that draws your attention. That's exactly why we've added a Visual Threshold configurator to our detailed reports in our Reports services that will allow you to apply custom formats to flag critical information. This allows you and the team to quickly key into the most important information coming through on your detailed reports. Check out the steps below to see how you configure these thresholds!


Step 1: In your Sidebar Menu, navigate to the "Reports" page

Step 2: Choose any Detail Report, that uses a detail Data Source Instance (depending on your        platform you may have different options for detail reports than shown below)

Step 3: Select "Fields" to reveal all available Dimensions, Values, Columns, and Rows

Step 4: Choose which Value you want to trigger Threshold formatting by clicking on the 3 dots menu next to the value and choosing to Add to Values.  Once added to values click the 3 dots menu again and choose Add Threshold.

You'll see in the example we've configured here that 4 interactions from our report in today's time interval exceeded the Warning Threshold:
Pro Tips: 
  • The configuration of the thresholds is driven by the type of data in the chosen Dimension or Value. In the example above we see minutes as that is the unit applied to the Call Duration value. In another example below we apply a Text Threshold to trigger off on a Call Type of "Inbound":
  • Multiple Threshold triggers can be configured per Detail level Report
  • Formatting will carry through in exported or sent reports sent/scheduled for delivery through email in PDF and/or Excel formats (not CSV)
We hope this helps save time for you and your team and surface critical insights from your detailed reports quicker. 
Questions or feedback? Please email us at
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