Creating appointment bookings
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Blocking out time on the calendar
Rescheduling and canceling bookings
Adding attendees to existing and upcoming bookings
Changing the staff member or resource on an upcoming booking
Creating pre and post appointment questions
Using Check In for appointments
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Parent and Child level overview
Personal Booking Links
Resolving conflicting shift patterns
Creating staff members
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Creating availability for multi-location staff
Creating and managing staff availability
Configuring availability by method
Creating and editing Services
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Creating service schedules
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Exploring the library of Dashboards and Reports
Sending, scheduling, and downloading Reports/Dashboards
Creating and modifying a Dashboard
Creating your own Reports
Setting up KPI targets and alerts
Filtering Dashboard and Report data
Using Table Calculations
Drilling down into your data
Google Analytics - New Customer Journeys
Using the lead time dashboard
Overview of JRNI Virtual Queuing
Setting up a virtual queue
Overview of the Concierge page
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How customers can join a live queue
How to translate your content
Account Settings & Administration
How to reset or update your JRNI password
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Guide to Salesforce Integration with JRNI
Set up the data sync
Map customers, appointments and events
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Standard and Custom object mapping
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Set up a booking journey in Salesforce
Add BookingBug updates to Chatter
Integrating with Yext for JRNI Appointments
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Table of Contents
Updated by Tara
With JRNI Analytics Plus, you can use Table Calculations to create your own metrics, and gather even more meaningful insights from your data. In the example below, we’ll create a simple calculation to display a percentage.
Table Calculations will appear in green on your report.
Table Calculations operate from the existing fields (dimensions/measures) added to a report. These will need to be in place before you can create a calculation. Check out “Creating your own reports” to learn more about adding your dimensions and measures.
Creating a Table Calculation
- Navigate to the Explore page of a report.
- From the Data section of the report, click the Calculations button.
- Enter a title to describe the purpose of your calculation (this will display as a label on your report).
- From the editor box, you can begin to locate and select the fields you wish to use for your calculation:
- We recommend typing the “$” symbol, so that the editor will suggest a list of fields already in use on your report (marked with a black dot), including any Totals used.
- Or, type a blank space to see the full list of fields that are available.
- As part of your formula, you’ll need to insert an “operator” to tell your calculation what you want to do with the fields you have chosen. For example:
- Mathematical (such as +, -, *, and /)
- Comparison (such as =, >, and <=)
- Logical (such as AND, OR, and NOT)
- Optionally, use the Format dropdown on the right to select a predefined format for your calculation (e.g percentage) or create a “custom” one.
- Click Save Table Calculations to add it to your report.
In the example above, you’ll see we have used the “$” symbol to narrow down to the fields used on our existing report, used a mathematical operator (the forward slash) between our two chosen fields to perform a division, and then used a predefined format to display a percentage.
You can add as many calculations as you like by using the Add Table Calculation button.
Removing, Hiding or Editing Table Calculations
- Navigate to the Explore page of a report you wish to edit.
- From the Data section, locate a table calculation (will appear in green columns).
- Click the cog/gear icon.
- Select whether you wish to Remove, Edit (this is particularly useful to inspect existing calculations made by others), or Hide the calculation.
Still have questions?
If you have further questions about using Table Calculations or using JRNI Analytics Plus, please contact JRNI Customer Support, who will be happy to help.