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Viewing results of Eligibility Profiles

Received Response
edited Sep 4, 2023 8:06PM in Journeys 1 comment


Looking for a way to report on who meets the defined Eligibility Profile criteria for use in Checklist configurations


Does anyone know if it is possible to run a report in OTBI (or anywhere else) that will let you see who is selected "in" by a defined Eligibility Profile? We created an eligibility profile to use in assigning off-boarding checklist tasks, but before launching we were hoping to find a way to run a report to return anyone that would be included using that criteria just to make sure we have it set up correctly to pull in the intended population.


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