Customer Engineering Workshop: Reports, Dashboards, and Alerts

Modified on Tue, 19 Jul 2022 at 10:22 AM

In this video the following topics will be covered:


  • Customizing reports
    • Column Chooser
    • Report filters
  • Saving reports
    • Favorites
  • Scheduling reports
    • Frequency
    • Actions
    • Using report scheduling with Workflows


  • KPIs
    • Saving reports as KPIs
    • Assigning weights and thresholds
    • Scores
    • Managing your KPIs
  • Building a dashboard
    • Adding KPIs
    • Managing your dashboards

Alert Reports

  • What is an Alert Report?
  • Creating an Alert Report
  • Example use cases

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