Filtering Distributions in Distribution Funnel Dashboard by Account Name? | XM Community
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I have set up a distribution funnel dashboard, and want to create a table that displays distribution statistics by account name.
Account names are included in the data sets I upload into our directories for this particular survey I am reporting on, but not sure how to display this in the distribution funnel dashboard.
Any suggestions?

You need to make sure you do a couple of things:

  1. In Directory setting --> Respondent Funnel, add the embedded field for account name. (If this is a transaction rather than embedded data, make sure you add it as a transaction information field instead) Unfortunately, if you haven't done this yet, all prior distributions would not pick this data field up until it's added.

  2. Map account name into the dashboard data

  3. And then use it in any way you need to on the distribution reporting page in the dashboard

https://community.qualtrics.com/XMcommunity/discussion/comment/48014#Comment_48014I've already set everything up for the Respondent Funnel in Directory Settings, and mapped the sources in data, but it is still not showing for me when creating a widget. Not sure how to proceed from here.

I suggest you reach out to support so they can help you troubleshoot. I've had to do that in the past as well - there may be some nuances to the settings that need to be done before this comes through.

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