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Erica C.
已加入2021年4月16日
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最后活动2023年5月12日
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的最新活动 Erica C.
Erica C. 进行了评论,
+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.
查看评论 · 已于 2021年5月25日 发布 · Erica C.
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Erica C. 进行了评论,
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.
查看评论 · 已于 2020年6月25日 发布 · Erica C.
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