TAM: Account Smart List Subscription and Weekly Report Customization | Community
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Vinay_Kumar
Community Manager
December 13, 2022
New

TAM: Account Smart List Subscription and Weekly Report Customization

  • December 13, 2022
  • 1 reply
  • 1260 views

Hi Team,

 

While exploring and testing TAM, I found that:

  1. We cannot customize the weekly reports
  2. We cannot subscribe to Account smart lists

I believe it would be great if we can customize the weekly reports (if not much, at least to some extent) and set up subscriptions for account smart lists as well. 

 

Kind Regards,

Vinay

 

1 reply

Ruchi_Lapran1
New Participant
December 14, 2022

You can set up a weekly subscription in Admin and select one of the existing parameters only and not beyond those. 

      

 

Account smartlists have the flexibility to customize columns and they return account level metrics but the export option didn't work well for me.

Would be helpful if the account smartlist subscription can be enabled.