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There's no way to automate reports to internal Execs in Gainsight


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diane_morneau
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  • Helper ⭐️⭐️⭐️
  • 112 replies
  • March 4, 2019
How about using a csv file to distribute your reports with Program until something better is made available?


kelly
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  • Helper ⭐️⭐️⭐️
  • 312 replies
  • March 4, 2019
The report has to be associated with an account or relationship in order to attach it. There is no way to send a cumulative report (such as email metrics for previous 7 days) to a contact in programs.


darkknight
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  • Expert ⭐️
  • 1980 replies
  • March 4, 2019
And I want to keep the pressure on to ensure that something better IS going to be made available.


amanda_neil
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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 64 replies
  • March 12, 2019
This is defintely something we are trying to do and do not have the ability to do today. It seems simple enough that being able to schedule a report, not a dashboard, to run every week or based on a schedule would not be difficult, but maybe I am missing something. Hoping Gainsight has this ability soon.


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  • Helper ⭐️
  • 256 replies
  • March 17, 2019
This is a big need for us as well and would help our internal support team know which prospects and clients to add to Zendesk if triggered automatically as a report export.


jnoble100
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  • Contributor ⭐️⭐️⭐️⭐️
  • 26 replies
  • August 26, 2020

Another +1 for this functionality, outside of the programmes in JO. Would be very useful to be able to quickly and easily set up scheduled reports to be emailed - as attachments.


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