I would like to create a report based on specific copilot outreaches that I can then add to a dashboard. This would be so I could track all the outreaches applicable to my role on one dashboard, and not have to go to copilot. Once we are able to share dashboards with stakeholders, I would then be able to share/show value of certain outreaches with them this way as well.
I am able to create reports for email logs, but, those seem to be only reporting on emails sent via email assist.
Does anyone have any advice on how to create such a report?
Thanks!
Denim
Solved
Add Copilot outreaches to dashboard
+1Best answer by dan_ahrens
Hi Denim,
You can filter the type of email from the Email Logs object by using the Use Case field. See example below:
You can filter the type of email from the Email Logs object by using the Use Case field. See example below:
+2Hi Denim,
You can filter the type of email from the Email Logs object by using the Use Case field. See example below:
You can filter the type of email from the Email Logs object by using the Use Case field. See example below:
VP of Customer Success at Forcepoint
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