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jeffrey_coleman
Helper ⭐️
April 26, 2016

Allow a report to be attached to a JO email

  • April 26, 2016
  • 15 replies
  • 135 views
We're working with clients who have large numbers of individual users. In order to provide better insight into what those users are doing, I would like to set up a monthly update email that includes the full user list and data, in addition to summary charts. For some clients, this data is directly tied to their invoicing, so it's important to have a scalable way to deliver it.

I'd like to be able to attach a CSV file to a copilot email. The report itself is easy to produce in Reports 2.0 and the CSMs can download it from the 360 page. But as we scale that will become more and more difficult to continue doing.

    15 replies

    heather_hansen
    VIP ⭐️⭐️⭐️⭐️⭐️
    March 10, 2017
    Did this get released in the February release? I'm still getting the message about a tabular report when I try to add one.
    chuen_moschetti_1466d2
    Contributor ⭐️⭐️⭐️⭐️
    March 30, 2017
    Does Gainsight have a release date on this feature? I would like to send our account owners a monthly snapshot of the health of their accounts.  
    chuen_moschetti_1466d2
    Contributor ⭐️⭐️⭐️⭐️
    March 30, 2017
    darkknight
    Expert ⭐️
    June 1, 2017
    This post says "Implemented" but reading through the notes I'm a bit confused.  

    It sounds originally like the ask was to be able to attach files to a copilot email.  Somewhere it morphed into adding a tabular view into an email.  

    Has the ability to attach files to an outreach been implemented?  If not, it really needs to be.
    Jeff Kirkpatrick
    andrew_cummins
    Helper ⭐️
    February 23, 2018
    So is this implemented or not? My understanding is that we can't add a tabular view report to an email or provide a CSV on a copilot email. Am I missing something?