Keep business owners' weekly report IDs easy to find

Business owners lose weekly insight report IDs when published reports aren't logged, creating audit gaps and slowing reviews. This creates a labeled reference on publish so owners find IDs quickly.

Overview

Business owners risk audit gaps when published insight reports aren't recorded. This workflow captures each weekly report as a labeled reference and adds it to your record system, so owners and analysts can find report IDs quickly and maintain a consistent audit trail.

Notable Features

Create labeled reference records on publish
Notify business owner and analysts
Index report IDs for quick lookup