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Microsoft Teams

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Microsoft Teams can be selected as the delivery channel for report subscriptions

The Microsoft Teams connection enables scheduled reports to be delivered to the team channel.

When Teams is selected as the delivery channel during report subscription creation, the report is sent to the channel in card format once ready; the executive summary and metrics are visible within the card. It can be used alongside email, Slack, and Mattermost.

For setup, an incoming webhook is created in the Teams channel and entered into the server settings.

What you can do

  • Scheduled reports delivered to Teams channel
  • Executive summary and metrics visible within the card
  • Multi-channel support with email, Slack, and Mattermost

Good to know

  • An incoming webhook must be defined in the Teams channel
  • Scope is report delivery; does not include customer synchronization or chat transfer