Sales Insight Report By Sales Rep formats by Template Instead

Summary

Sales Insight Email Performance Report grouped by Sales Rep exports file sorted by template rather then by sales rep. 

Issue

  •  Sales Insight Email Performance Report grouped by Sales Rep exports file sorted by template rather then by sales rep. 
  • Subscription email displays report grouped by email template as wel
  •  Report within the Marketo UI will show as expected

Solution

 
  •  The current workaround exists for the CSV exported. 
          1. Export the report to a CSV
          2. Format Columns A (Sales Rep) and B (Email Name) to sort A to Z in order to get a view by sales rep.

Root Cause

  • This issue is scheduled to be addressed and resolved in the 2021 Q2 release

Environment

  •  Sales Insight for Salesforce
  • This issue occurs within the subscription email that gets sent out of the report
  •  This issue occurs when exporting the report to a CSV file

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