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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