Define a custom report action

Last Update: Jun 2024 • Est. Read Time: 2 MIN
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When creating a chart for your custom report, you can select an action you want to take on the data you’ve pulled in via the Object Type and Date Range fields in the Chart Editor. 

The Action field is an optional selection that can help you visualize your data in different ways. Choosing one of these actions may also open the Property field, which allows you to define how you want to segment or narrow the data entering your chart. 

The following options are available:

  • Segmented by 
    Splits your data by values or labels so you can easily see how different portions compare against each other. A common use case for this action is looking at your conversations in a pie chart and segmenting them by status to understand how your team is doing. 

  • Distinct
    Commonly known as “unique”, it helps you narrow your data to one specific property.

  • Average
    The average of whatever data you are looking at in your chart. Keep in mind that the average can always be skewed by outlier data. It is always a good idea to look at the median number and compare.

  • Median 
    Makes sure that your data lies equally on either side of the median number. Use this action to find the true middle of your data range.

  • Max 
    Returns the highest, or maximum, value in your data set.

  • Min
    Returns the lowest, or minimum, value in your data set.

  • Sum
    Best selected when you need to know the total value of your data set.

Perform dual actions

You can perform multiple actions for the following chart types:

  • Dual Segmentation (Segment by, Segment by) is available when using Tables.
  • Segmenting on a field calculation (Segment by, plus Distinct, Average, Median, Max, Min, or Sum) is available on all chart types except Pie Charts.