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elizabeth_adams_c593ee
elizabeth_adams_c593ee
Helper ⭐️⭐️⭐️
March 29, 2017

Report Table View in Email

  • March 29, 2017
  • 21 replies
  • 179 views
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.
      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.
        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
        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. 
          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 
          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.
          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.  
            edgarrv
            edgarrv
            Contributor ⭐️⭐️
            November 4, 2017
            Any update on this feature? We are hoping to implement this soon.
              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! 
              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?
              Show more replies
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