Question
Automating a daily report that includes lead name,email?
So basically what I think should be pretty staright forward, I can't seem to get to work, so luooking for some help from the guru's. In short I am trying to simply create a report that generates the following info that I can send to subscribers every morning....sort of a daily user report for my bosses.
Just looking to have the leads, First Name, Last Name and Email Address added to a CSV file that gets emailed out of marketo every morning to the subscribers to that report...I have the report firing out, but I can't figure out how to add those columns/fields...(basically gettting a summary like 100 leads...but no details on those leads)n tried smart list stuff, custom columns in the Set Up tab for the report, but nothing seems to be working...I assume I am missing something very simple here...Any thoughts on this?
Thanks
Craig B.
Just looking to have the leads, First Name, Last Name and Email Address added to a CSV file that gets emailed out of marketo every morning to the subscribers to that report...I have the report firing out, but I can't figure out how to add those columns/fields...(basically gettting a summary like 100 leads...but no details on those leads)n tried smart list stuff, custom columns in the Set Up tab for the report, but nothing seems to be working...I assume I am missing something very simple here...Any thoughts on this?
Thanks
Craig B.