Your Achievements
Level 1
0% to
Level 2
Next /
to gain points, level up, and earn exciting badges like the new Applaud 5 BadgeLearn more!
View All BadgesSign in to view all badges
Open Alert Bar

TAM: Account Smart List Subscription and Weekly Report Customization

TAM: Account Smart List Subscription and Weekly Report Customization

Status: Open Ideas Submitted by Level 9 - Community Advisor Level 9 - Community Advisor on ‎12-13-2022 07:29 AM
1 Comment (1 New)

Hi Team,

 

While exploring and testing TAM, I found that:

  1. We cannot customize the weekly reports
  2. We cannot subscribe to Account smart lists

I believe it would be great if we can customize the weekly reports (if not much, at least to some extent) and set up subscriptions for account smart lists as well. 

 

Kind Regards,

Vinay

 

See more ideas labeled with:
564
1 Comment
Ruchi_Lapran1
Level 4
Level 4
‎12-14-2022 05:20 AM
‎12-14-2022 05:20 AM

You can set up a weekly subscription in Admin and select one of the existing parameters only and not beyond those. 

Ruchi_Lapran1_0-1671022934375.png      Ruchi_Lapran1_2-1671023542389.png

 

Account smartlists have the flexibility to customize columns and they return account level metrics but the export option didn't work well for me.

Would be helpful if the account smartlist subscription can be enabled.

 

 

 

Home