Feature Requests

Create a report showing sent, open, replies, and clicks for email templates. Allows a dealer to see the effectiveness of the templates they created and know what they need to do to drive engagements. Needs to also include both manual emails, auto emails, and ai emails. I attached a copy of the content performance report in VINsolutions as an example of what to look for.

be able to add/total all rows in custom reports

I'd like to be able to track the performance of my emails and text messages that are being sent out. The ability to see how many are sent, opened and clicked each day/week/month

Would like to be able to restrict a store from access to see other stores in their group's reporting when filtered to Enterprise

Is there a way to get a report tab for automated emails? I would love to track how many have gone out for the day. Also since reps have the generic task, I would like the opportunity to be able to go in to the list and make my own judgment if they should have made a call and not just hit mark complete.

Having a "last 30 days" date filter in the standard reporting would be helpful to look at how internet leads are performing over the last 30 days instead of having to put in a custom date every time.

Allow users to configure and schedule standard/advanced reports and data mining reports with customizable options, including the selection of specific fields, setting dynamic or static date ranges (such as "last month"), and other parameters. These reports should be automatically generated and delivered to designated email addresses in .CSV format. Users should have the flexibility to set schedules for daily, weekly, monthly, or custom frequencies, with the additional capability to select preset static date ranges, ensuring they receive relevant, timely data tailored to their operational needs.

Sometimes I only need to focus on a few metrics in reporting or I want to be able to see certain metrics right next to others. I'd like for the columns in reporting to match the customization options available on the Pipeline and in Mining.

Reviewing the leaderboard in external links, it would be great if we were able to get one just like that for activity as well. That screen showing calls/texts/emails/videos/appts made in live time to display in our BDC.

The email and text impersonation is only available on the standard activity report, not the custom reports.