How do I send reports to my executives?

Christine Knific

• August 01, 2019 16:46
• Edited

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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  Amit Bluman

  • August 05, 2019 15:47

  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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  Dror Sabbag

  • April 28, 2022 21:00

  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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  Shona Fenner

  • May 25, 2022 00:09

  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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