A customer of mine wants to be able to send reports to her boss. The use case is pretty straightforward: Right now, the exec is sent an Excel spreadsheet every Friday with a list of their accounts and key attributes. This exec does not have access to Gainsight, so simply having the exec viewing a dashboard will not work.





So what my customer wanted to do is automate a report that would be sent out to the Exec. Initially, I figured this would be straightforward, only to discover that all the potential solutions solve about 75% of the use case.

• Send a program - Can't do this because every recipient has to be associated with an account ID. Even if the exec were assigned to a dummy account (which is apparently our suggestion?), the exec still wouldn't be able to get the report that spans across the whole customer base.
  
  
  
  
  
  
• Send an outreach - At least with an outreach, you are still allowed to send to internal users without associating them to a dummy account. (Which begs the question: why can we not do this with programs anymore?) However, I recently discovered that we cannot attach reports to these outreaches, so I can't achieve this use case.
  
  
  
  
  
  
• Share a dashboard - I suppose I can do this, but not in an automated fashion.
  
  
  
  

I'd love to hear if I'm missing something obvious here or if product has anything to add here with suggestions for how to achieve an important use case like this.