Make all reports accessible for new employees

When we have new sales reps start, there are several reports we need to schedule to be sent to them from IS2. Unfortunately these reports can't even be created for them because they don't yet own opportunities or have bookings under their name. IS2 should make it possible for all reports to exist for all users, even if the report is blank or doesn't contain useful data - this would allow admins to get scheduled emailed reports set-up immediately.

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  • Hi Beth, thanks for this feedback! I can definitely see how this would be useful.

    In the meantime, a possible workaround could be to log a "Test" Opportunity for these new reps so that we'll recognize them as having data and you can configure the new reports. Let us know if you have any further questions about this option!

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