Create client report request record in tracking dashboard
Create client report request record in tracking dashboard
Your report request form entries go untracked, delaying production and blocking campaign-ready reports. It logs each request and alerts stakeholders so reports start moving within two business days.
Overview
When report requests slip through, production stalls and campaign teams scramble to catch up. This flow captures every submission into a single intake dashboard and notifies owners, so reports begin moving within two business days and managers can prioritize work.