Currently in PX,
We have the ability to send the reports automatically (weekly/daily) through emails, But this option is limited to only few features. Here is the image,
If we add the custom reports also, it is limiting to only Adoption analytics. We cannot add the survey performance or the Email performance as reports.
So it would be helpful if we have the ability to add the survey performances also.
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100% on this! This would be very useful for CSMs to receive regularly and take proactive action on their respective accounts.