Layout - Configure what data will be included in the email the recipient receives.
- Table Columns - Select the columns to include in the Report.
Note: The order the columns are listed in (top to bottom) is the order they will be presented in the Report (right to left).
Sort By - Select a column or multiple columns to sort the Report by.
Ex: Sort by “Owner Name” (ascending) followed by “Engagement Minutes (7 days)” (descending).
Max Rows - Maximum number of rows included in the email preview.
Note: Report includes a link to view the full Report in Engagio and links to the People, Accounts, and Opportunities in Salesforce.
Selector - Use Selectors to find specific People, Accounts, Opportunities or Activities.
Details - Provides an overview of key information about the Report including:
Name - Name of the Report
Description - Add a description to give more details about the Report
Public - Make the Report visible to others within your organization
Member Type - Type of results the Report will return (i.e Person, Account, Opportunity, or Activity)
Report Type - Type of Report (i.e Batch Report or Real-Time Alert)
Owned By - Who the Report is owned by
Created By - Who the Report was created by
Created Date - When the Report was created
Last Modified By - Who was the last person to update the Report
Last Modified Date - When the Report was last updated
Preview Members - Preview the Report Subscription by combining the Selectors and Layout from the Report with a List to see the details that would be included in the email to a recipient.