Client list export - Include data sources and client users per client
S
Stuck Planarian
- Customer wants to export the client list with the data sources connected to each client and the client-role users (not staff) attached to each client.
- Use case: auditing 600+ clients to confirm each has the right data sources and users; today they export the client list and then open every client manually to fill in the gaps.
- Workaround: none; only a per-client integrations export and the account-level Data Sources page (which does not show client names).
- A second customer also asked for reports and report schedules to be included.
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David - AgencyAnalytics Team
Merged in a post:
Data Sources - Ability to export integrations by client
N
Night sky Moth
Customer would benefit from the ability to export client level data sources. At this time, we only have the ability to export account level and this does not show which client it is attributed to.