Sending internal reports with no account relation via Advanced Outreaches

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  • Updated 2 days ago
Right now, there is no way to send reports via Advanced outreach without an account id or contact id filter on each report. Is it on the roadmap to support this? In my testing, even when using a user power list or bionic query on the user object, my report emails couldn't be saved without the account filter.
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Alex LeGay, Employee

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Posted 3 months ago

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Jeffrey Boyer, Employee

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I am running into this situation with a customer now.  They are looking to send a report internally that will group by accounts that have replied to a survey in the last day via a Program but I can't get around this limitation on the report.  Has their been any update on if this is on the product roadmap?