Be able to filter on the Espresso Shot and customize it
I would like to set up filters and calendar type to only see what is important to me. I just want to see my Local business for my Local Sellers.
I want to set the timeframe too like maybe i don't want the full year or maybe i just want a month?
Lynn
shared this idea
We are actively rolling out Scheduled Reporting which is poised to take the place of the Espresso shot in the future as we get feedback on the new functionality.
Scheduled Reporting allows you to take many of your favorite reports and have them emailed to you at a point in time during day. For example let’s say you wanted he Forecast Report and the Activity Report to be in your inbox every morning then this feature can accommodate that!
We’re looking forward to hearing the feedback this spring! It’s currently on for about 50% of our customer base with expectations to have it fully rolled out before the end of April.
Give it a go and let us know how it’s working for you!
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Lee Whitley
commented
It would be really helpful to see a quarter or monthly breakout instead of the annual.
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Anonymous
commented
A way to customize the Matrix Espresso Shot emails we receive. My manager often asks me for TY booked for the current quarter and the year, and I'd like to be able to send him something similar to automated the espresso shot email.
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Shawn Wilcox
commented
managers will only want to see AE’s associated with their outlets, not the whole state.
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Brad Odil
commented
Along with filters, Expresso Shot should also show totals for each month
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Justin Castle
commented
I am the DPP at my station and I would really love to be able to filter this so it will only show digital numbers.
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Anonymous
commented
We really need to implement this feature so we can filter who we want to see on the activity reports.
thanks
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Rob Saylor
commented
It is my understanding that currently "Expresso Shot" cannot be customized. Can you write a script that would allow managers/AEs to customize all or parts of the Expresso Shot daily email? Thanks.
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Daria Rachlin
commented
I'd like to be able to filter by revenue type...I just want to see my internet billing by station and seller.