Ability to view Plan "Objectives" in Segment

Ashley Butler

• January 19, 2021 16:39

Currently, you can only segment to include 'Number of Objectives' lets you know the number of objectives in each account, but there is no way to actually view what the Objectives are without clicking into individual account Plans. It would be nice if there was a way to segment to include the text for "Objectives" to view objectives for several accounts at once. 

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  Vijay

  • January 19, 2021 16:43

  Ashley thanks for this. We have a beta feature that we are gathering feedback on. We created a Outcome Success Plan report that can be downloaded to get a CSV export of all the Objectives, Plays and Tasks.. We can turn this on in your instance. Please contact your CSM.

  Cheers

  Vijay

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