Group data in a report
To see a segment of your data in detail and compare it, use the Group by feature.
For example, if you're looking at a product application Time to decision report, you can group by Product to compare how product applications for two of your products are performing.
The Group by options that are available depend on the report.
To apply a group:
Open the drop-down and select any option, for example, .
The table and the graph are updated with your selection. The first column of the table displays your group selection as the first column. The graph is re-plotted with one plot line for each element of your group.
This is still the same data selection you were viewing before. Any filter criteria are still applied to your data, and the time range stays the same.
For example, if you're looking at a product application Time to decision report and you select , the first column of the table displays the names of your products.
The other columns show the same metrics as before but specific to each row in the table.
In this example, the Time to decision report is grouped by Product. During the date range, 50% of the product applications made for a Forexo Basic Account were decided in three minutes and one second. By contrast, 50% of the product applications made for a Forexo Pro Account were decided in 46 minutes and 47 seconds.
In this example, the Time to decision report is grouped by Product. The plot lines on the graph are:
Forexo Pro Account - 50th percentile: The time it took for 50% of the Forexo Pro Account product applications approved/rejected that week to be decided.
Forexo Pro Account - 80th percentile: The time it took for 80% of the Forexo Pro Account product applications approved/rejected that week to be decided.
Forexo Pro Account - 95th percentile: The time it took for 95% of the Forexo Pro Account product applications approved/rejected that week to be decided.
Forexo Basic Account - 50th percentile: The time it took for 50% of the Forexo Basic Account product applications approved/rejected that week to be decided.
Forexo Basic Account - 80th percentile: The time it took for 80% of the Forexo Basic Account product applications approved/rejected that week to be decided.
Forexo Basic Account - 95th percentile: The time it took for 95% of the Forexo Basic Account product applications approved/rejected that week to be decided.
The graph always starts with the first week in the given date range that has data and ends with the last week in the given date range that has data.
To keep the graph readable:
If you view all plot lines and your selection has more than 3 groups, the first 3 rows in the table are plotted.
If you selected a single plot line using the Plot on graph option, the first 10 rows of the table are plotted.
To plot specific groups, select them from the filter criteria. For example, if you grouped your data by Product and you have more than three products, the first three products in the table are plotted. If you're interested in comparing two products, select those products from the Product filter and they'll be plotted on the graph.