Reporting Multiple checkbox property

Marketing & Content Hub Reporting & Analytics
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1

Good morning to the HS community,

I’m trying to create a report that will display the number of contacts that currently have a value in a multiple checkbox property.

This property is set in a workflow to determine which department within our company sent a marketing email to the said contact. If the property is already known, the department will be added with the new value. Therefore, a contact could have 2 values in this property.

The issue that I am having, is that if a contact has 2 values or more, they will appear under each department (counted twice). Whereas, I would like to know which departments have emailed the same contact.

At the moment, I’ve used the custom report builder and used Contacts as my primary (and only) data source. The filters are simple, is the property known. I’ve used the pivot table chart to display the department property in Rows, and the Count of contacts as Values.

Should I be using a different type of report, add data sources, change the configuration (rows,columns,values) ?

Any input would be greatly appreciated to acheive the optimal result of showing the number of contacts that have been contacted by which departments.

Ex. 100 contacts have the department property known. Out of the 100 contacts that have the know property, here is what the property values would look like:

75 contacts will have been emailed by Department 1 (only)

15 contacts will have been emailed by Department 2 (only)

10 contact will have been emailed by Department 1 & 2 (both)

A the moment, my current report configuration shows up as follows:

85 - Department 1

25 - Department 2

For a total count of 110.

Final result I was expecting is as follows:

75 will have Department 1

15 will have Department 2

10 will have both Department 1 & 2

To end up with a total count of the same number of known contacts as there are in departments.

2

@JLetellier My guess is the “is any of” is causing the additional 10 for the onlys.

Try using “is equal to all of” instead.

3

Good Morning MrJustinGivens and thanks for your input,

I tried the “is equal to all of” option, and it only shows me the ones that I’ve selected, and still duplicates the contacts that have multiple departments.

My option for now is that I would need to setup multiple reports to show the different scenarios on one dashboard.

Ex. Contains all of Department 1 & Department 2.

The report would show only the ones that have this selection = 10

However, this would mean that I would have to have a report for every option possible.

Report 1 = Department 1 & 2

Report 2 = Department 2 & 3

Report 3 = Department 1 & 3

Report 4 = Deparment 1 & 2 & 3

… and so on

This would be very time consuming and possibly miss some of the different scenarios.

4

I am sure that this is well and truely out of date now, but I came looking for a solution to this same problem.

For anyone else that may come across this page, this is my solution.

I created lists to count contacts based on each of the multicheckbox options.

So in this instance I would have created 3 lists:

  1. Where it counts contacts that ONLY have been emailed by Dept 1
  2. Another list for ONLY emailed by Dept 2.
  3. Then created another list for those that had been emailed by both.

Then my custom report is count of contacts (Y axis) based on list name (X axis).

Using the filter to ‘list name is equal to any of…’ and only list the three lists, I end up with a bar graph counting the contacts that exist is each of the lists.

I hope that helps.