Need access to agency activity report stats month-to-date and/or for specific date ranges

  • 1
  • Idea
  • Updated 4 years ago
  • Not Planned
  • (Edited)
Waiting for the first day of the next month to view prior month activity stats is problematic in my billing process. I would like to be able to view monthly activity to-date on any day of the current month or be able to select a date range. 
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Steve Kean

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Posted 4 years ago

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Katie Lewis, Official Rep

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Hi Steve! Since you have an agency account, I’ve asked our Agency Team to take a look at your idea here. I’d love to hear more about why the first of the month doesn’t work for you; would you mind filling me in a bit about your billing process?
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Steve Kean

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Hi Katie,

Thanks for your quick reply and interest in our needs. We monitor our client's total sends for various reasons and being able to track that as the month progresses is more meaningful than seeing it after the month is complete. I know we can see each clients activity in their individual account at anytime but we have too many clients to do that one-by-one.
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Hana E., Alum

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Hi Steve,

Jumping in on this conversation - I'm interested in learning more about your reporting goals. I work with our (Emma's) product teams, digging into and delivering client insights to ensure we're aligned with your needs. We're taking a close look at reporting right now, so the timing of your suggestion is impeccable. 

Would love to give you a quick call soon to discuss. I'll shoot you a note shortly to schedule - looking forward to connecting with you!
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Katie Lewis, Official Rep

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Hi again, Steve! I want to let you know that this work isn’t planned for right now. I hope you’ve had a chance to connect with Hana. Let us know if we can help with anything else!
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Katie Lewis, Official Rep

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Hi Steve! I want to check in to see if the new agency dashboard is satisfying these needs for you, since you can get that high-level view of your clients' data any day of the month. Let me know. :)