Custom reports
I am wondering if there is way to download custom reports? I would like to schedule a report for all submissions of some of our forms to run weekly and be accessible as a CSV.
We have the need to adjust some consent data more manually in our CRM (Salesforce) and I need to be able to manually download the data from Act-On, do some manipulation, and then upload into Salesforce.
Any thoughts on how to do this would be much appreciated!
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Best Answer
Hi Randi,
This is a great question and you can create custom reports that can be emailed/uploaded to a SFTP site on a daily/weekly/monthly basis to meet your needs via Data Studio.
Data Studio is a chargeable feature so you'll need to reach out to your account manager to discuss this further with them. Unfortunately, outside of data studio there is no other way to achieve this I'm afraid.Comment actions
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