OTBI checklist report - Category enterprise onboarding need all details under it — Cloud Customer Connect
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OTBI checklist report - Category enterprise onboarding need all details under it

in Journeys 1 comment

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Hello,

We are trying to create an OTBI report that can fetch comprehensive details of the checklist templates configured in the system.

For example: Under Enterprise Onboarding, we have configured three tasks—Preboarding, Day 1, and After 1 Month. Each of these tasks has specific checklists assigned, and each checklist, in turn, contains around 5–10 individual tasks.

We are looking to generate a single report that can capture all these details in a consolidated format.

Appreciate any guidance or support on how this can be achieved.

Thank you.


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