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Categories Reporting
Created by Guest
Created on Mar 28, 2024

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Report to show which clients have bespoke automation

We need a report to be able to see which clients have bespoke automation attached to them and the terms associated with that automation

At the moment this can only be seen by going into each client individually and clicking on the automation tab

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  • Guest
    Nov 25, 2024

    Adding the ability to add automation fields to reports could help, including template field.

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