Adding Coordinator Filter to Activate Tableau Reports

We are looking to have a coordinator filter applied to all Activate Tableau reports. With accounts shifts, turnover, and new activation members joining our team, we'd prefer to have these reports filtered by the members working on the accounts, rather than filtering by every account that is assigned to a coordinator. Having the coordinator assignments in Activate align with the coordinator assignments for each deal sheet in KORE would create efficiency when reporting asset delivery per coordinator.

  • Guest
  • Jun 8 2022
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  • Admin
    Patrick Westbrook commented
    9 Aug, 2022 03:44pm


    This is available upon request. Please reach out to your Success Manager and our KPI team will add the Coordinator fields to the tableau reports.


    Patrick Westbrook

    (Product Manager)