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cristina_postolache
cristina_postolache
Contributor ⭐️⭐️⭐️⭐️
March 22, 2016
Solved

JO - Email Template REFRESH when REPORTS in the Template are Updated

I have created an email template that included several reports, and when I've noticed some errors in the reports, I went back and fixed them. But I've noticed that the new versions of the reports were not reflected in the email template. Is there any possibility to refresh the template without me deleting the reports in the template one by one and re-adding them?
    sundar
    sundarAnswer
    Expert ⭐️
    March 28, 2016

    Hey Cristina, We decoupled to avoid accidental change in report from report builder to cause wrong reports from going out from JO. This was done intentionally, better to be safe than sorry was the driver for this. Sorry for the inconvenience.

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    6 replies

    sundar
    sundarAnswer
    Expert ⭐️
    March 28, 2016

    Hey Cristina, We decoupled to avoid accidental change in report from report builder to cause wrong reports from going out from JO. This was done intentionally, better to be safe than sorry was the driver for this. Sorry for the inconvenience.

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      cristina_postolache
      cristina_postolacheAuthor
      Contributor ⭐️⭐️⭐️⭐️
      March 29, 2016
      Makes sense, didn't think of that! The thing is that in my company I am the only Gainsight admin, so I don't have other people modifying the reports. But still, I agree that we should be really careful about email reports that go directly to the customer.
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      angela_domenichelli
      angela_domenichelli
      Contributor ⭐️⭐️⭐️⭐️⭐️
      April 22, 2022

      I would like to re-surface this idea.  We can easily see where reports are used and would only ever intentionally change the report if we wanted the Journey to reflect those changes.  It is a 3 step non-intuitive process to re-publish modified reports in a Program.  Please make these dynamic.  Perhaps, in Report Builder when saving there could be a pop-up reminder this is part of a Program instead of making us always manually re-map all saved filters and re-publish in the Program.  This does not happen anywhere else in the program, Report changes are dynamic in the c360 and Dashboards.  This should be consistent.

       

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      Angela Domenichelli (She/Her/Hers)
        bradley
        bradley
        Expert ⭐️
        April 22, 2022

        @angela_domenichelli there’s a community request post on this actually: 

         

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        angela_domenichelli
        angela_domenichelli
        Contributor ⭐️⭐️⭐️⭐️⭐️
        April 22, 2022

        @angela_domenichelli there’s a community request post on this actually: 

         

        That is about email templates in Playbooks, not reports in Programs.

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        Angela Domenichelli (She/Her/Hers)
          bradley
          bradley
          Expert ⭐️
          April 22, 2022

          @angela_domenichelli there’s a community request post on this actually: 

           

          That is about email templates in Playbooks, not reports in Programs.

          Ah yea, I keyed in on templates and ignored the rest I guess. Reading is hard sometimes what can I say!

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