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elizabeth_adams_c593ee
elizabeth_adams_c593ee
Helper ⭐️⭐️⭐️
March 29, 2017

Report Table View in Email

  • March 29, 2017
  • 21 replies
  • 179 views
We need to include reports in table view in our email distributions. Both in CoPilot emails and also in CTA-based emails.

We are trying to create a dashboard style report to distribute to clients to help them understand utilization. There are some data points that really don't make sense in a more graphical format.

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      jason_metzler
      jason_metzler
      Helper ⭐️⭐️
      June 14, 2018
      I have a use for this as well. I'd like to be able to send our product operations team an email message with a table containing all of the subscription details (opportunity product) for a deal that has closed. We planned to use this to create a JIRA ticket internally to get the customer workspace configured for new customers, and verify that everything is correctly set up for renewing customers.

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