Its a genuinely useful template for reports & dashboards for Knowledge Articles. But just hustli

Its a genuinely useful template for reports & dashboards for Knowledge Articles. But just hustling with one potential requirement where I have to create a joined report with "Knowledge Article Vote Stat" report & a custom object report type I created in org. I tried two ways to achieve this requirement. 1st Way -> Where I found a limitation unless I'm missing something here, it says "Choose a different report type. This one has no common fields with the other report types in this joined report." its not allowing to create joined report between a custom object report type & "Knowledge Article Vote Stat". 2nd Way -> Where I tried to create custom report type with join between "Knowledge Article Vote" & custom object but here I faced a limitation message saying "This selected object (Knowledge Article Vote) has no further related objects". Any suggestions/help/guidance much appreciated. Thank you.

Useful Dashboard but has limitations

Good starter dashboard and reports to measure metrics but I noticed that custom fields cannot be added to the pre-built reports, unless I'm missing something here? Would love to group these by certain custom fields we created but it's proving to be a challenge

Its a genuinely useful template for reports & dashboards for Knowledge Articles. But just hustling with one potential requirement where I have to create a joined report with "Knowledge Article Vote Stat" report & a custom object report type I created in org. I tried two ways to achieve this requirement 1st Way -> Where I found a limitation unless I'm missing something here, it says "Choose a different report type. This one has no common fields with the other report types in this joined report." its not allowing to create joined report between a custom object report type & "Knowledge Article Vote Stat". 2nd Way -> Where I tried to create custom report type with join between "Knowledge Article Vote" & custom object but here I faced a limitation message saying "This selected object (Knowledge Article Vote) has no further related objects". Any suggestions/help/guidance much appreciated. Thank you.

You can try creating a new Report Type, modeling it after the existing one, and seeing if the Fields appear. If they don't, it may be a restriction of the Object Model of that specific Report Type

Thanks for the suggestion Mark, gave it a shot but didn't work. Looks like in the report type (Knowledge Article Stats), the custom fields do not appear under the "Knowledge Articles Fields" to allow me to add them. Still a very good tool though!

Try doing a "Save As" and editing in the copy

Very useful Knowledge reports & dashboards

Thanks for providing these reports & dashboard on Knowledge Management, we could easily clone and customize the reports as per our needs. We had a query for the report built on Knowledge Search Activity, how long does it take to reflect the search activity data? Currently it appears that the data gets refreshed in 24hrs.

Thanks for confirming this Mark.

I also believe it is a 24 hour wait

It's good but it can be improved

These reports are good. But it would be more interesting to be able to see user data as well and it does not provide this option.

This is a limitation of standard reporting, and the package cannot be improved. You can look into using CRMA instead https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000IEUCaUAP

Very helpful!

Thanks for taking the time to put this together. This saves so much time and gives knowledge managers what they really need. 🙏

very useful!!

It's great to see all the knowledge relevant reports and dashboards combined in one resource for your business users. highly recommend if you are using knowledge track metrics

Great starting point

Saves a bunch of time by having useful metrics right out of the gate. I will add a few of my own as well.

Thanks for saving me so much time!

Was faced with having to spend a ton of time creating custom reports and then building a dashboard...great app saved me a bunch of time!

Useful Starting Point for Lightning Knowledge Reporting

There are no standard report types for Lightning Knowledge, and this package gives you a very good start into the reports and dashboards for Lightning Knowledge, and includes some useful custom reporting types. You will need to have a play around and see how these work for your own implementation.

Report results very helpful

The initial version we installed of this Dashboard package had some issues, but after reporting them and finding the appropriate fix, they've been resolved. The only comment I have is that the Search related Dashboard components will only make sense if your Knowledge is included in a Community. But it's easy to manually edit the Dashboard for our use, so I will just remove those items. Some of the Dashboard components include Knowledge data in a way we have yet to look at our articles, so I'm looking forward to digging into the insights.

Thanks for direct messaging me your solutions. "1. add filter. Channel = All Channels to all reports 2. remove filter on Visibility report for case association count - now the percentage on the dashboard is correct." I've done both of the above, and reuploaded to the AppExchange. Thanks for making this package more helpful to your fellow customers. If I've helped with alleviating your challenges, could you please increase your review score? I'm most concerned with bad scores burying this dashboard so that other customers won't find it. Full details on how article score is calculated are here: https://help.salesforce.com/articleView?id=000314466&language=en_US&type=1&mode=1

to clarify I mean "as little customer effort as possible." I'm here to help

Thanks for the AppExchange review. I'm the creator of this Dashboard, and I have a normal day job demoing Salesforce products. This was my best attempt to make what we demo, what our customers get, with as little effort as possible. The full list of what each reporting term means is here: https://help.salesforce.com/articleView?id=knowledge_custom_reports_fields.htm Yes, it looks like the search terms are unique to the Community, and don't include internal search. I've wanted feedback on this dashboard for a while, so any workarounds you can up with, or even upload as an unmanaged package and share would be great. I want to improve it, but I don't have real data to quality assure this. What was your workaround for the multi-count views (once for each channel?)

Help & Support

Elevate Your Agents with AgentExchange Solutions

Have Questions?

Lightning Knowledge Dashboard

Watch Video

Showing 10 of 12 Reviews