Sending internal communications/ reports via coPilot

Michelle one way to do this is send to send email of dashboards to employees instead of using CoPilot. Does that work?

Customer would prefer to send the pictures of specific reports in the email template vs. having their team open an attachment of a full dashboard (confirming that the dashboard being sent this way would need to be sent this way-- via a ppt attachment...?).  Any chance this specific use case is on our product roadmap?

Yes, this should be possible today - can you confirm where the account ownership fields lives? (i.e., the CSM field lives on the Account Object vs. CustomerInfo Object)

I think reports (in copilot) are always filtered by customer, so cannot send reports of entire customer base. reason is concern that via copilot customer accidentally sends other customer A's info to Customer B etc. We are evaluating having a first class construct internal users in powerlist and remove some of these restrictions but not short term item

Gaurav's right - you can send outreaches internally but you can not create reports that aggregate data across customers

Thanks All-- would about ability to send non-customer related reports internally vis coPilot. Ie: sending reports internally around 'Objectives by CSM and Status' or "CTAs by CSM and Status"- to show the larger internal team what CSMs are executing and objectives and CTAs...?

Hi, we'd like to leverage Copilot for internal communications as well. CoPilot is preferred to scheduled exports of Dashboards as embedded reports provide quicker visibility to data relative to a .ppt attachment. Our use case would be to send a few key reports at the end of each week to our regional directors (CSM Deliverables Closed this week, Regional Wellness, Closed Opportunities with CSM as lead source, etc). While we have this info available in dashboards, the email would be another mechanism to recap info. Would make the data more apparent/up front rather than relying on folks to check dashboards. Longer term, similar reports would be sent to regional VPs. 

We want the same! Reports would feature summary data from all customers or specific customer pools vs. just filtered for 1 customer. Email would be sent weekly to executive team.

+1, this would be very useful and allow for faster delivery of info! I have also found the reports in Copilot to also be more legible than the reports in Dashboard Email Export.

We have nearly the same need, I'd like to send reports internally to G.S scorecard 'owners' such as engineering & services who don't use salesforce - filtered to show yellow/red clients for their owned scorecard