How to use conversations. From Tips & Tricks Vol 2/22

Sneak: How to do Advanced Conditional Formatting

The Tips&Tricks Series is produced by the Customer Success Team. It highlights several easy to follow instructions and range from simple tasks to more advanced use cases.

How to use conversations

Conversations are a great way to stay within one workflow, on the Pyramid platform. As you view and analyze your data, whether within Discover or Present, you have the ability to directly communicate right where you are, with different endusers and group within the organization. The end-user or group being notified will then get a notification, either within their bulletin board, email inbox or both, of the conversations they’ve been tagged in.

  1. Start with a Discover Report.

  2. To start a new conversation, right click on any data point within the report/grid, measure or hierarchy, and select start a new conversation, which will open the conversation dialog box, where you can write description, comments, and assign it to the end-user or group you want to receive the notification.

  3. Note that you can also take a snapshot of the Discover report and data behind it

If you u have questions about these tips (or improvements) please let us know in a comment.

P.S. We will post previous Tip&Tricks as well as all new ones to keep this information active and available to all users.



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