To configure the reporting dimension, choose a service from the service list.
Go to, Configure > Services > Service List > Choose a service to configure
Open the workforce tab and choose a step to configure the reporting dimensions.
In this example, I want to configure reporting dimension for the Income Tax Return. I want to capture the type of ITR filed, the Tax regime of the assessee, and whether the return was filed within the due date.
Go to the step where you want to insert the questionnaire and scroll down to the end of the page.
Select Add from the Create Custom Section tab.
Fill in the details of the section and the label name.
To configure the reporting dimension we need to choose the type of the field as List.
You can also make this field mandatory by enabling the star icon.
After filling in the details, enable the toggle to use the information for the dashboard and select next.
The next window requests for the drop-down data. Here you can add all the possible answers to the questionnaire.
Once all the items of the list are added select done
.
To add another label, select the plus (+) symbol from the section.
Fill in the details again and enable the toggle to use the information for the dashboard. Enter the value to be added to the list and click done.
In the same way, you can add the reporting dimensions at any step in the workflow.
Once you make any changes in the configuration, make sure to publish the same.
Now we will see how it works when you assign a service request for that service.
In that particular step of the service, you can find the form-like structure to fill in. You can choose the answer from the drop-down box.
You have to fill in the form details in the respective steps.
Once the details are filled in, the same can be seen in the dashboard.
Go to, Dashboard > Overview > Choose the service from the list.
Once the service is chosen, you can find the reporting dimensions at the left of the board. By selecting them you can see the number of service requests under that category.
You can also view the list of the service requests under the category by selecting it.
This reporting dimension is customizable according to requirements. For different services, different reporting dimensions can be configured.
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