Version 3.33.0 19th February 2025
Sharing reports to external people when creating multiple reports from Autopilot
With the latest enhancement to Autopilot, we are introducing a more scalable and automated way to share reports when creating them based on attribute values.
What’s New?
🔹 Attribute Value Ownership
A new “Ownership” attribute type has been introduced, allowing you to assign email owners to attribute values.
✅ New Ownership Attribute Type
You can now define ownership at the attribute level.
Each attribute value can have multiple email owners assigned.
Owners will automatically receive reports for the values they are assigned to in Autopilot.
✅ New Ownership Column in Attribute Management
A new "Ownership" column displays the number of owners assigned per attribute value.
An edit icon allows you to manage and update owners through a dedicated modal.
✅ Easy Updates, No Manual Workflow Edits
When you need to update a receiver of the report, no need to edit the workflow.
Simply update the owner in the attribute settings, and reports will be sent accordingly.
In next releases we will have more features using the “ownership” attribute type.
📩 How It Works
1️⃣ Assign Owners to Attribute Values
In the Attribute Management section, set an attribute to the new "Ownership" type.
Assign one or more email addresses as owners to each attribute value.
When generating multiple reports, navigate to the Email tab.
Toggle "Share Reports to Owners" (enabled by default).
Reports will be sent directly to the owners assigned to each attribute value.
3️⃣ Seamless Report Distribution
Once reports are generated, they are automatically shared with the corresponding owners, ensuring the right people receive the right insights without extra manual effort.
Feedier Team