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alextran
Helper ⭐️⭐️
December 20, 2019
Released

Customize Emailed Reports

Related products:PX Analytics
  • December 20, 2019
  • 2 replies
  • 54 views

Regarding the emailed reports that gets sent to PX users, it would be fantastic to customize them.

 

A Customer Success use case would be for each CSM to receive a report of their respective accounts and usage information. This will help each CSM keep their accounts top of mind weekly/daily.

 

CC @mickey 

    2 replies

    Jef Vanlaer
    Helper ⭐️⭐️⭐️
    December 23, 2019

    That was one of the first questions our CSM's asked when receiving the email digest. Would be a very interesting feature indeed.

    broghanzwack
    Contributor ⭐️⭐️⭐️⭐️⭐️
    September 1, 2023
    No Status→Implemented