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Erica C.'s Avatar

Erica C.

Joined Apr 16, 2021

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Last activity May 12, 2023

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Latest activity by Erica C.

Erica C. commented,

Community comment Feedback - Reporting and analytics (Explore)

+1 for scheduling queries instead of dashboards.  Every single one of our 58 agents currently receives personalized productivity reports several times a day through Insights.  Now I have to setup 58 dashboards to support this functionality?  That's bonkers, y'all, what a time suck and adds so much unnecessary noise to the dashboards section in Explore.

Editing to add:  So I started to change my reporting for my team so that I could cut down on the number of dashboards I would need to setup... but as it turns out, the hourly productivity report I use is too wide to send as an image anyway.  There's no winning here.  I can only send it as an excel file or else the report gets cutoff. 

With Insights, this report could be sent in the body of the email, it was such a quick an easy way for agents to keep track of their work.  Now I can't send it as an individual query, I can't send it as an image, and my agents have to download a file just to see how many emails they've sent throughout the day.

This is def not an improvement.

View comment · Posted May 25, 2021 · Erica C.

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Erica C. commented,

Community comment Discussion - Tips and best practices from the community

huge, HUGE thanks to all of y'all who contributed to this post.  You all saved me from totally destroying my own help center since I don't really know what I'm doing when it comes to updating the templates, but I have big dreams.  

View comment · Posted Jun 25, 2020 · Erica C.

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