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Customize Emailed Reports

  • 20 December 2019
  • 1 reply

Userlevel 6

Regarding the emailed reports that gets sent to PX users, it would be fantastic to customize them.


A Customer Success use case would be for each CSM to receive a report of their respective accounts and usage information. This will help each CSM keep their accounts top of mind weekly/daily.


CC @mickey 

1 reply

Userlevel 6

That was one of the first questions our CSM's asked when receiving the email digest. Would be a very interesting feature indeed.