This document contains frequently asked questions that arise when working with Client Specific Calculations in TapClicks. You can quickly navigate to a particular FAQ by using the table of contents below. For more information on Calculations in general, please refer to FAQs: Calculations.
I can't see my Client Specific Calculations on the main Calculations page, is that expected?
Can I create a Client Specific Calculation in both Basic and Advanced mode?
Can I use a Client Specific Calculation within another Client Specific Calculation?
If I create a Client Specific Calculation for one client, will other clients see it?
Can a Business Unit Admin or Agent user create Client Specific Calculations?
Can a Business Unit Admin, Agent, or Client user view Client Specific Calculations?
Are Client Specific Calculations compatible with other features in the TapClicks platform?
I can't see my Client Specific Calculations on the main Calculations page, is that expected?
Yes, this is by design. Since these specialized formulas are specific to individual clients, you can review all Client Specific Calculations for a given client by navigating to the Clients area.
Can I create a Client Specific Calculation for both Instant On (including Smart Connectors) and On Demand data sets?
Yes, you can. To learn more about how to create Client Specific Calculations, please refer to How to Create Client Specific Calculations.
Can I create a Client Specific Calculation in both Basic and Advanced mode?
Yes, you can.
Can I use a Client Specific Calculation within another Client Specific Calculation?
Yes, as long as it's a formula for the same client.
If I create a Client Specific Calculation for one client, will other clients see it?
No, other clients will not see it.
Can a Business Unit Admin or Agent user create Client Specific Calculations?
No, only Super Admin users can create Client Specific Calculations.
Can a Business Unit Admin, Agent, or Client user view Client Specific Calculations?
Yes, they can view any formulas created for them when these formulas are exposed on dashboards, in Report Studio, and in other areas of the platform.
Are Client Specific Calculations compatible with other features in the TapClicks platform?
Yes. However, keep in mind that these formulas are client-specific. For example, when working with Goals or Data Exporter, ensure that you filter by a specific client record to access the related Client Specific Calculations.