Can you edit the information delivered in a report subscription? | Community
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A
Anonymous
June 9, 2014
Question

Can you edit the information delivered in a report subscription?

  • June 9, 2014
  • 1 reply
  • 801 views
I am trying to send a weekly subscription of a YTD report of leads created by month by lead status to my manager. However, the information in the e-mail and the Excel chart is only broken down by status and not by month causing my YTD report to have the Open status 6 times - but doesn't say which Open amount correlates to which month -
so it is a mess and very unhelpful.

Can I edit the way the deliverable is organized for the report subscription? Otherwise, my manager just goes into Marketo to see the report directly and that kills the purpose! She wants to be able to see it at a high level in the emailed report without taking additional steps but the way the information is delivered right now does not meet that need. 
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1 reply

A
Anonymous
June 9, 2014
Hey Valerie,

Do you have RCE? If so, you can create a Leads report for this. I took a screenshot of the report I think you are trying to create:



You can then create a subscription for this for your manager. Hope that helps!
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