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alex_legay
alex_legay
Helper ⭐️⭐️⭐️
June 5, 2018

Sending internal reports with no account relation via Advanced Outreaches

  • June 5, 2018
  • 4 replies
  • 58 views
Right now, there is no way to send reports via Advanced outreach without an account id or contact id filter on each report. Is it on the roadmap to support this? In my testing, even when using a user power list or bionic query on the user object, my report emails couldn't be saved without the account filter.

      4 replies

      jeffrey_boyer
      Gainsight Employee ⭐️
      jeffrey_boyer
      Gainsight Employee ⭐️
      September 17, 2018
      I am running into this situation with a customer now.  They are looking to send a report internally that will group by accounts that have replied to a survey in the last day via a Program but I can't get around this limitation on the report.  Has their been any update on if this is on the product roadmap?

      alex_legay
      alex_legayAuthor
      Helper ⭐️⭐️⭐️
      November 13, 2018
      Just wanted to bump this up as it came up again in support. I'm working with a customer who is trying to send an internal report attached to an email and still being asked to add an account filter despite the query looking at the user object. I think the issue here is that we require an account mapping whereas in outreaches you can specify a User outreach.

      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      November 13, 2018
      Hi Alex,

      Would the event that triggers the send of this report be something that happens on a schedule (like weekly)? Have you looked at adding that report to a simple dashboard and then emailing that out via the Dashboard config?

      VP of Customer Success at Forcepoint
      heather_hansen
      heather_hansen
      VIP ⭐️⭐️⭐️⭐️⭐️
      November 14, 2018
      I'm running into the same issue. I was looking to set up a weekly email with a CSV Report Attachment with the new release, and I'm unable to do so because I don't want to use an account or contact filter.

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