Contents
Reporting
New Bulk Report and Upload Dataset for Service Teams
Service Teams. In the past, you had to manually update your service team information, and with the large number of changes that can be required, this was time-consuming and delayed your ability to service your clients. This update will streamline and enhance the process of managing service team information.
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Generate comprehensive reports for your service teams. Use the new bulk report to generate a clear overview of team details, roles, and memberships.
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Update service team information. Using the upload data set, you can update Service Team email addresses, names, roles, and descriptions. You can also create and delete Service Teams.
You can run this bulk report from the Service Teams page.
For detailed instructions, see Bulk Reports.
Note
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The bulk upload will overwrite any existing team membership information
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If you don't include the Email Address and Team Role columns in the upload, team membership will not be affected.