Rules and reporting are increasing in overlap, at lest for me. I constantly find myself building a report to understand what's going on, and then wanting to create an action based on the results. On the other hand, when trying to dig into rule results, a report is much easier to quickly update and change and expand. I'm right now trying to understand why a new rule didn't fire a CTA this week... And the easiest way to do that is to work with a report.
Wouldn't it be amazing if you could go to Reports and see the queries that are used by rules (the setup action screen)? And for JO outreaches? What if you could build a rule or outreach from an existing report?
Personally, I think that'd be very cool!
Rules should run from reports... And the opposite. (Let's throw JO in for good measure!)
CS Reports & Dashboards
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Like it Jeffrey.
Love that idea!!
+1 on this
Thanks Jeff. That makes a lot of sense to have these both interoperable, create a rule from a report and vice versa.
I'll upvote this fabulous idea as well.
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