Add Copilot outreaches to dashboard

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  • Updated 1 year ago
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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 
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Denim

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Posted 1 year ago

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Dan Ahrens, Official Rep

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Hi Denim,

You can filter the type of email from the Email Logs object by using the Use Case field. See example below: