track success plan sharing
None
How can I generate a report that can detail what success plans have been shared and to whom? I see I can get a list then click into the recipient details one by one, but how to create a report for non admins to see and that has all the info instead of clicking in one by one? [Success Plan Configuration Manage Success Plans Sharing].
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This is a valid use-case, this is not in our road-map. Redirecting this to out product team and will update you once we add this to our road-map.
Happy posting!
Expressing interest in this as well - we’d like to be able to easily show managers when their reports are sharing SPs and to whom, in order to align on processes and manage SLAs
Hi All,
We definitely have plans to provide the ability to give reporting capability on success plan sharing. I will keep you updated as and when I have any updates on this
Would you please let us know when it will be live?
Having the ability to show managers when their reports are sharing Success Plans and with whom would allow us to align our processes and manage our customers' SLAs accordingly.
We need it badly!
Hi team, in addition to reporting it would also be nice to see more information in Admin under Manage Success Plan Sharing.
I’d also like to see –
Thanks!