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.

Somewhat related: You can add a "View dialogue summaries" link to the Actions menu on cases. It lists all dialogues run on the case, and offers View and Re-Run links. The View links show each segment displayed and some of the data collected in each segment.

Guided Navigation Segment Navigation Log

This report is one row per Guided Navigation segment.

Useful to see each step taken in detail.

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

Guided Navigation Segment History (for intakes)

This report is one row per case/matter.

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
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