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elizabeth_adams_c593ee
elizabeth_adams_c593ee
Helper ⭐️⭐️⭐️
March 29, 2017

Report Table View in Email

We need to include reports in table view in our email distributions. Both in CoPilot emails and also in CTA-based emails.

We are trying to create a dashboard style report to distribute to clients to help them understand utilization. There are some data points that really don't make sense in a more graphical format.

      21 replies

      rohit
      rohit
      Contributor ⭐️⭐️
      March 29, 2017
      we exactly have similar requirement and it would be really helpful if have the feature to include tabular reports in email templates.
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      praneet
      praneet
      Helper ⭐️⭐️⭐️
      March 30, 2017
      Hi Elizabeth & Rohit,
      Thanks for this idea, we already have this in our roadmap and will update ETA for this release.
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        elizabeth_adams_c593ee
        elizabeth_adams_c593eeAuthor
        Helper ⭐️⭐️⭐️
        March 30, 2017
        Thanks, Praneet. Is this something on the roadmap for the May release? Is there a place where the roadmap is available for customers to view?

        We have a project kicking off now with a target of completion in a few months so having a sense of timing for this enhancement would be really helpful.

        Elizabeth
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        Elizabeth Panska
          tzundelgainsightcom
          tzundelgainsightcom
          Helper ⭐️⭐️
          April 3, 2017
          Great suggestion, Elizabeth! I look forward to hearing ETA from Praneet. I know this is an important initiative for you. 
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          praneet
          praneet
          Helper ⭐️⭐️⭐️
          April 4, 2017
          Hi Elizabeth, 
          This is not in for May release i.e. Spring Release but we are looking towards delivering this in August release i.e. Summer Release 
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          rohit
          rohit
          Contributor ⭐️⭐️
          April 20, 2017
          Hi Praneet, 

          Is it confirmed that the feature will be available by the August release? I am checking as we have requirements where a tabular report would be an ideal fit and getting a definite ETA would really help.
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          heather_hansen
          heather_hansen
          VIP ⭐️⭐️⭐️⭐️⭐️
          September 13, 2017
          Any update on this?  I'm still getting the message that I can't add tabular reports.  
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            edgarrv
            edgarrv
            Contributor ⭐️⭐️
            November 4, 2017
            Any update on this feature? We are hoping to implement this soon.
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              hayley_ballerini
              hayley_ballerini
              Contributor ⭐️⭐️
              November 9, 2017
              Is there an update on when this will be included in the roadmap? It's also a blocker for us on one of our larger initiatives. Thanks! 
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              gabe_petersen
              gabe_petersen
              Contributor ⭐️⭐️
              December 7, 2017
              I'm with many others on this string. This would be a great feature to see added. Many reports just don't make sense as visualizations. Is a workaround potentially to use GS Everywhere and push a link to folks rather than embed the report directly in an email?
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