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Peakon
Last Updated: 2023-09-08
Example: Manually Combine Segments for Special Reporting

Example: Manually Combine Segments for Special Reporting

Administrators can manually combine multiple, already existing, segments into one new segment for analysis. You can combine segments at any time, also retroactively. Manually combining segments is different to using
Combination attributes
, which automatically combines 2 existing attributes to create intersecting segments.
A senior leader who manages 4 different teams can see them in one combined view, and can also view them separately:
  • Customer Success Consultants
  • Commercial Customer Success Consultants
  • Enterprise Customer Success Consultants
  • Customer Support Specialists
The senior leader wants an additional view that contains the 3 Customer Success teams, without the Customer Support team.
  1. Go to
    Administration > Attributes
    .
  2. Click
    Add attribute
    .
  3. Give the attribute a name. Example: Custom Report.
  4. Select the
    Option
     type.
  5. Click
    Save changes
    .
  6. Within the attribute, click
    Add segment
    . Example: Customer Success excluding Support.
  7. Go to
    Administration > Employees
    .
  8. In the left filter menu, select the Team attribute.
  9. Set the Team attribute filter to the 3 Customer Success teams.
  10. Select all employees and click
    Edit
    .
  11. Find the field of the attribute that you created (in this case Custom Report).
  12. Click the attribute field to reveal its drop-down menu.
  13. Select the segment that you created (Customer Success excluding Support).
  14. Click the small clock icon next to that field.
  15. Backdate the change as far as necessary.
  16. Click
    Review changes
    , then
    Save changes
    .
  17. Go back to
    Administration > Employees
     and open the employee record of the senior leader.
  18. Go to the
    Managing
     tab in the employee record.
  19. Click
    Add segment
    .
  20. Select the Customer Success excluding Support segment.
This segment is now visible as an additional option in the context menu of the senior leader. You need to maintain and update changes that happen in the original 3 teams in the custom segment too.