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February 24, 2015
Question

Web Activity Report

  • February 24, 2015
  • 1 reply
  • 738 views
Is there a way to automate this report in Analytics for each sales rep to receive info only on their specific accounts.  Would love to hear how others are managing without creating 30 reports and having to manually maintain their accouts in the smart lists.  Thanks.
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1 reply

Josh_Hill13
Level 10
February 24, 2015
No, you have to create a report for each rep's territory and then schedule it. Once setup, it should be easy to turn them on/off or modify. Although it depends on how the territories are structured and your turnover.

You could create one giant report and smart list, however, no sales rep will look at it.