How do I send reports to my executives? Answered

Christine Knific

How do I send an automated report to my Executive team on a regular basis? They don’t log into Totango on a regular basis but want information about our customers.

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Comments

3 comments

  • Comment author
    Amit Bluman

    You can simply use Zoe share to send information to other people in your organization. 
    You can share customer information and segment information in a scheduled manner.
    Read this article for more info.

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  • Comment author
    Dror Sabbag

    Hey, and what if we don't use Zoe?

    is there a way to schedule the reports to be generated and sent to an email?

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  • Comment author
    Shona Fenner

    I'd like to be able to schedule a send that displays the info displayed in Team Spotlight's Work Focus.

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