Emailing Reports

Hi Amanda,

One option to do this is via dashboard sharing. I documented some steps here: https://community.gainsight.com/conversations/sharing-dashboards-using-copilot-how-to-guide-5bc73e18e4b04588aaf86a9e

I've created a number of reports that are sent weekly and/or monthly to either Gainsight users (activity reports) or the customer (usage reports)

What is the question you have?

Hi Amanda - this is a particular sore spot for me as Gainsight doesn't have a function similar to Salesforce to easily schedule report delivery from within the report builder.

If that's what you were hoping for, feel free to add your vote/comments to this post.

Thansk Jeff exactly what I am looking for and thanks for the link to the post. This saved me a lot of time trying to make something work that still wont. I see that gainsight is working on a solution but that there is still no resolution. I will follow the post you shared and hopefully be able to send automated reports soon. Thanks Again!

The "solution" Gainsight is currently working on involves building a Journey Program to send a report. That is a multi-step process that is major overkill for what you (and I) are both needing to accomplish. (Assuming you're talking about sending out reports internally i.e. to VPs, other teams, etc)

Hopefully the more voices Gainsight product development hears on this item, the better they can see that we need a simpler solution than what they are currently offering/developing.

Definietly sounds like overkill with a Journey program! If we can just have a scheduler similar to how a rule is scheduled and the ability to send to specific users or groups I think this would do the trick!

@abhishek_sivaraman Wanted to make sure you see this thread. Thanks!

Isn't this possible within the dashboard builder? The top right hand corner of each dashboard should have an icon that says "email as PPT" and a way to configure the schedule. Are you able to see that functionality?

PPT isn't effective when it comes to tabular reports that have a lot of columns/rows associated with them and the end user receiving the report wants to do any filtering/graphing of their own.

Besides, shouldn't have to create a separate dashboard for every use case.

Thansk Jeff, we are on the same page 🙂 Just a simple way to schedule reports, I know we have the export functionlaity with reports and dashboard sharing, etc. However, there is no way to schedule these reports to be sent to a user or group.