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Rules should run from reports... And the opposite. (Let's throw JO in for good measure!)

  • August 8, 2016
  • 5 replies
  • 36 views

jeffrey_coleman
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Rules and reporting are increasing in overlap, at lest for me. I constantly find myself building a report to understand what's going on, and then wanting to create an action based on the results. On the other hand, when trying to dig into rule results, a report is much easier to quickly update and change and expand. I'm right now trying to understand why a new rule didn't fire a CTA this week... And the easiest way to do that is to work with a report.



Wouldn't it be amazing if you could go to Reports and see the queries that are used by rules (the setup action screen)? And for JO outreaches? What if you could build a rule or outreach from an existing report?



Personally, I think that'd be very cool! 🙂

5 replies

dstokowski
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  • Gainsight Employee ⭐️⭐️
  • August 8, 2016
Like it Jeffrey.

heather_hansen
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • August 8, 2016
Love that idea!!

smorrisgainsightcom
+1 on this 

sundar
  • Expert ⭐️
  • August 9, 2016
Thanks Jeff. That makes a lot of sense to have these both interoperable, create a rule from a report and vice versa. 

dan_ahrens
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  • Expert ⭐️⭐️⭐️
  • December 15, 2016
I'll upvote this fabulous idea as well.