Structurally, a profile in Medallia Web reporting is much like a dashboard report. Each profile configuration is a unique container, with one or more modules that define the data shown in the profile. Some modules are unique to profiles, while others are reporting modules also available in dashboards. Profiles automatically filter the data shown in reporting modules to show only data specific for the profile being viewed.

This image shows a profile in Medallia Web reporting with all profile-specific modules (Contact Summary, Contact Information, and Contact Timeline), and three reporting modules (Alerts, Comment Stream, and Scores Over Time):

These modules are used with TX Profiles only:

Account Contact Summary

Data source: Account-level feedback signals and experience information

Fields: Unit data fields and aggregate scores

Limits: Q- and K- fields are not supported because no calculation can be specified for these fields; they must be used within R-fields. Supports up to 5 contact fields and 5 numeric score fields.

Notes: Supports Account profiles only.

Account Contact Information

Data source: Account-level feedback signals and experience information

Fields: Unit data fields

Limits: N/A

Notes: Supports Account profiles only.

Contact Summary

Data source: Key experience information including contact fields and aggregate scores

Fields: Fields marked Contact that have a Profile mapping, and R-fields for aggregate scores

Limits: Q- and K- fields are not supported because no calculation can be specified for these fields; they must be used within R-fields. Supports up to 5 contact fields and 5 numeric score fields.

Notes: Supports Customer profiles only. All E-fields are supported, including text, autoindexed, and choice sets, as well as special field types such as Email and Phone.

Contact Information

Data source: Contact fields

Fields: Fields marked Contact that have a Profile mapping

Limits: N/A

Notes: Supports Customer profiles only. All E-fields are supported, including text, autoindexed, and choice sets, as well as special field types such as Email and Phone

Contact Timeline

Data source: Survey experience programs

Fields: Any E-, K-, or Q-field in the survey experience program

Limits: Field must be part of a survey experience program; video, audio, and transcripts are not supported

Notes: N/A

These Reporting modules are also compatible with TX Profiles:

Alerts module

Data source: Surveys

Fields: Profile fields, A-fields, and timeperiods

Limits: N/A

Notes: Link behavior is inconsistent across counts by summary or high-level aggregate: some links display a filtered view, but others do not

Comment Stream

Data source: Surveys

Fields: A-, E-, K-, and Q-fields

Limits: N/A

Notes: The text shown for individual entries in Comment stream is not restricted to displaying comment data; any A-, E-, K-, or Q-field can be displayed, including any scores or choice set selections, and system fields like timestamps

Dashboard Ranking

Data source: Surveys and/or user engagement, metrics

Fields: For Metrics, Q- or K-fields with scores; additionally, A- and E-fields with numeric values like count or size. For Rank By, units, timeperiods, A-fields, and Contact E-fields with a Profile Mapping.

Limits: N/A

Notes: Note different fields for Metrics and Rank By dropdowns

Dial

Data source: Aggregate survey data

Fields: Score fields (Q- or K-fields) with a calculation configured; additionally, A- and E-fields with numerical values like count or size

Limits: N/A

Notes: N/A

Scores Over Time

Data source: Aggregate survey data

Fields: For Metrics, Q- or K-fields with scores; additionally, A- and E-fields with numeric values like count or size. For Rank By, units, timeperiods, A-fields, and Contact E-fields with a Profile Mapping.

Limits: N/A

Notes: N/A

Scores by Segments Snapshot

Data source: Aggregate survey data

Fields: For Metrics, Q- or K-fields with scores; additionally, A- and E-fields with numeric values like count or size. For Rank By, units, timeperiods, A-fields, and Contact E-fields with a Profile Mapping.

Limits: N/A

Notes: N/A