Skip to main content
Solved

WR SAT Reports - Scheduled Interim Campaign


MakoNet
New Member

Our WR SAT point of contact clients are wanting an interim report during a campaign to see the users yet to action or complete and therefore require follow up prompting. A report showing up to date progress is a common request. I understand this feature is not yet available.

Best answer by ggreenbaum

Hi @MakoNet thanks for the clarification. The feature to send Campaign Summary reports to clients automatically is targeted for release this quarter.

View original
Did this help you find an answer to your question?

5 replies

ggreenbaum
Forum|alt.badge.img
  • OpenText Employee
  • 17 replies
  • April 20, 2023

Hello @MakoNet thanks for reaching out. You can view a real-time snapshot report of any campaign in two ways:

  1. Summary view - suitable for clients and executive leadership, generate an interactive Campaign Summary Report by clicking on the campaign name. You can generate a pdf view of this report by clicking Export PDF.
  2. Detail view - suitable for compliance reporting and custom analysis, generate a CSV file containing all events in the campaign by clicking the download button in a Campaign Summary Report, which is generated as described above.

Please refer to the screenshot below. Does this satisfy your requirement?

 


MakoNet
New Member
  • Author
  • New Member
  • 0 replies
  • April 21, 2023

Thank you @ggreenbaum 

This is how we are sending the reports no but a bit time consuming.

It is the scheduled emailing of these reports to the client point of contact rather than us manually create and send these reports.


ggreenbaum
Forum|alt.badge.img
  • OpenText Employee
  • 17 replies
  • Answer
  • April 21, 2023

Hi @MakoNet thanks for the clarification. The feature to send Campaign Summary reports to clients automatically is targeted for release this quarter.


MakoNet
New Member
  • Author
  • New Member
  • 0 replies
  • April 24, 2023

thanks @ggreenbaum Greatly appreciated.


  • New Member
  • 0 replies
  • December 17, 2024

Has this been completed as I have been looking to schedule/automate sending the summary report.
I raised a support ticket (#563068) and was advised to post this as an idea but see this was created a year ago.
If this is solved, how can we schedule/automate these?


Reply