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Quick Tip: Auto deliver reports to team leads for alignment and accountability



Communicate with Team Leads, Executives and other Stakeholders to understand what data they need to access to stay up to speed on what's happening in the organization. Ask them if they'd prefer to get an automated email with the information and, if so, how often they'd like to receive it, or ask them if they'd prefer to access a live dashboard that shows real-time data at any time.

If they need to reference several reports consider building them a dashboard and pinning it to their global navigation bar for easy access. If they prefer to receive email notifications with the report data, you can set up individual reports to auto send at a scheduled time, or you can create a Report object report that shows a list of reports that are relevant to each stakeholders and set that report to auto send strait to their inbox!

You can also configure the Dashboard and schedule the most important, impactful report to auto send. Want the receiver to access the dashboard without spamming your team? Change the subject line to clearly state - "Click the Dashboard Link in the Body of the email to get all your daily reports."

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