Reports - Guided Navigation

A Case Data report has two subtables related to Guided Navigation.

Neither subtable will show you changes to data made in a segment.

Guided Navigation Segment History (for intakes)

This report is one row per case/matter.

As the name indicates, typically most useful to see how someone progressed through dialogue(s) in an intake.

Provides four fields:

  • Earliest Segment Timestamp
  • Latest Segment Timestamp
  • List of Guided Nav Segments — a concatenated list of segments in one cell in the report
  • Final Guided Nav Segment

Guided Navigation Segment Navigation Log

This report is one row per Guided Navigation segment.

Each row can show:

  • Log Timestamp
  • Guided Navigation Name — the dialogue name
  • Source Segment — the segment that was loaded
  • Destination Segment — the segment, if any, the Source Segment sent the user to
  • Action
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