Liaison EMP

Include 'created by' information in touchpoints export

I would like to be able to export out touchpoint data to determine which users are creating which touchpoints.

  • Guest
  • Sep 20 2017
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  • Guest commented
    4 May, 2018 03:28pm

    I agree with the comment above. Especially looking at older data, too.

    At present, the User Statistics page is not producing the same numbers that appear on an individual user's audit filters, so I'm not trusting it yet. The top section reports 0 touch-points Created, which isn't what the Touch-point counts below shows. But those counts are always off (and you get no results if you choose just one day, so maybe that's the problem - it forces you to span two dates, which means you can't get an accurate count of a user's activity for a single day).

    If a user creates a specific touch-point, then deletes it (likely due to error and needing to add it again since they cannot be edited), and adds it again the count will indicate that they added two touch-points. For counting phone calls logged, this creates a problem because it returns false information.

  • Kristin McAuliffe commented
    4 May, 2018 02:03pm

    When I want to segment student populations, the user stats page is not as helpful as an export would be. I needed to identify which touchpoints were sent (and by whom) for a particular program of study, or analyze methods used by different delivery methods (online/on campus recruits), and exports are the most efficient way to get (and share) the information 

  • Deleted User commented
    4 May, 2018 01:12pm

    Hi All-

    With the new User Stats reports having more fine-grained controls over touch-point reporting, is this still a feature that is valuable to add? Our thoughts were that this information can easily be extracted from the user stats page now.

  • Kristin McAuliffe commented
    3 May, 2018 04:24pm

    Along that line, the touchpoints export should identify both the name of the person who created the touchpoint and the date the touchpoint was created. 

  • Guest commented
    5 Apr, 2018 10:08pm

    Hi Andrew,

    Is this ticket accurately updated? Mark informed me that exported touch-points will not contain the user information. If they will, that would be lovely so I can stop counting my enrollment counselor phone calls manually, but I’m not holding my breath at this time :)