Analyzing in Context

The context of the analysis can either be defined in the analysis itself (i.e. predefined), or can be determined when the analysis is started.

To analyze all activity records related to a marketing activity:

  1. Select the Marketing Activity and Activity info areas in the transfer fields format.
  2. Define an analysis unit for Call Result field in the Activity info area and an aggregation for the number of activity records.
  3. Choose the current record as context.

The analysis is executed in the context of the currently selected marketing activity. If you switch to a different marketing activity record in the Marketing Activity info area at the top of the screen, the analysis is updated automatically.

Note: The first info area listed in the transfer fields must be included in the level that you start the analysis from.

You can also analyze the data in the level, rather than just the current record. The records in the current level (i.e. visible in list view) are included in the analysis.