Automation of Reports
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Priya Gopal
Member Posts: 7 VERIFIED MEMBER
Is there a way to automatically trigger daily reports?
For example: Sales Managers get the teams daily performance report in their mail box everyday morning.
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Answers
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Hi Priya my suggest is to create a report with shared link and then create an automation that send daily mail with that link inside.
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Fabrizio Nicolosi said:
Hi Priya my suggest is to create a report with shared link and then create an automation that send daily mail with that link inside.
Would not be a bad idea, let me try that.
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