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jahnavi
jahnavi
Contributor ⭐️⭐️⭐️⭐️⭐️
April 2, 2018

Insert reports in email without making it personalized

  • April 2, 2018
  • 12 replies
  • 88 views
Hello Team,

Sending an email via AO is great but it is compulsory to have the acc or contact id populated to make it personalized. Our requirement is to send generic report and we donot wish to make it personalized. Any thoughts if this can even be done?

Regards,
Jahnavi

      12 replies

      Show previous replies
      alex_legay
      alex_legay
      Helper ⭐️⭐️⭐️
      June 25, 2018
      Hi Kate,

      The only way to send a report with no account or contact id in the filters is by using a "User" power list by choosing "Create power list for - User" in your power list. As of now this is not supported in AO(enhancement request here).
      sagan_sherlin
      sagan_sherlin
      Helper ⭐️⭐️
      June 26, 2018
      +1 We have the same request from our Executives who just want a high level overview - automatically emailed to them a semi-regular bases.  While they have access to the Dashboards, they don't like the email view of the Dashboards in the Power Point option.  And they are rather busy, so looking up an email on their phone is easier for them than trying to pull up a Dashboard.
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