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New Idea

Scheduled emails for Reports 2.0

Related products:CS Reports
  • February 23, 2018
  • 2 replies
  • 80 views
sarah_kiani
shiv_kumar_katiyar
  • sarah_kiani
    sarah_kiani
  • shiv_kumar_katiyar
    shiv_kumar_katiyar

johnny_burtchaell
I think it would be great if you allowed us to schedule automated emails for the reports we build in Reports 2.0.

I'm not too keen on emailing my dashboards as a 150 slide powerpoint template. 
Please allow us to schedule and automate emails for Excel Reports in Reports 2.0.

2 replies

dstokowski
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  • Gainsight Employee ⭐️⭐️
  • 533 replies
  • February 23, 2018
Johnny -
Agree on the 150 page powerpoint challenge!  Have you considered our Shared Dashboard feature?  You can also schedule emails of these dashboards - I use it myself to view adoption in the product areas I manage, our Community metrics and some of our internal risk processes here at Gainsight. Here are some resources to learn about the feature.
https://support.gainsight.com/Product_Documentation/Reports_and_Dashboards/Admin_Configuration/Configure_Dashboard_for_Sharing
https://support.gainsight.com/Product_Documentation/Reports_and_Dashboards/User_Guides/Share_Dashboards

kate_green
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  • Helper ⭐️⭐️
  • 262 replies
  • March 26, 2018
Hi Denise - you mentioned that you can schedule emails of these dashboards but I don't see anything about scheduling emails in the documentation you provided and I cannot for the life of me figure out how to schedule an email of a shared dashboard. 

Can you point me in the right direction??

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