Persist Competitor Selection for Snapshot Report Clients
S
Scott Rutherford
Description:
It would save time and improve user experience if each client’s top competitors could be saved in their profile, so that every time a new Snapshot Report is generated, the same competitors are automatically pre-filled. Currently, competitors must be manually added for each new Snapshot Report, which can be repetitive for recurring clients. Please consider adding a way to permanently store competitors at the account or client level for use in future reports.
Business Impact:
Speeds up report generation for returning clients
Reduces user error and repetitive data entry
Enhances workflow efficiency for agencies managing multiple Snapshot Reports
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