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domenic_armano
Contributor ⭐️⭐️
March 23, 2016
New Idea

Add Tabular Reports to Outreach Templates in JO

  • March 23, 2016
  • 34 replies
  • 396 views
When creating an outreach template it would be great if you could add a previously created tabular formatted report. This is not presently an option. 

    34 replies

    sundar
    Expert ⭐️
    March 28, 2016
    Hey Domenic, Is this tabular report for internal stakeholders or for external customers?
    cara_brill
    Contributor ⭐️⭐️⭐️
    June 27, 2016
    This is also something I'm looking for- and it would be for both internal and external needs.
    darkknight
    Expert ⭐️
    September 23, 2016
    This would benefit us as well.  We have need to send an internal email to notify CSMs when new accounts have been assigned.  Also, we want to scale an external outreach to send customers a list of their portal users on an annual basis so they can review and preen the lists as appropriate.  Having the tabular view would be incredibly helpful in both of these, and other scenarios.
    Jeff Kirkpatrick
    ray_roohparvar
    Contributor ⭐️
    January 24, 2017
    I have the same use case as Jeff except it would be sent to our partners and the cadence would be quarterly. This would be a game changer for us. This feature alone would bring so much value to our org that we wouldn't even bat an eye come renewal time. Sign us up!!!
    Contributor ⭐️⭐️⭐️
    March 8, 2017
    I have had several customers asking for the ability to send tabular report to internal users as well as different use case for customer-facing.  
    blynn_buckley
    Contributor ⭐️⭐️⭐️
    April 5, 2017
    Any update on when this might be coming out? 
    cy_perry
    Contributor ⭐️⭐️
    April 5, 2017
    This would be beneficial for us too. We would like send our customers a list of items related to their account in tabular format. 
    leanne
    Contributor ⭐️⭐️⭐️⭐️⭐️
    April 27, 2017
    We also need this feature, in order to email reports to internal users that don't have Gainsight licenses.  We've currently got a tabular report added to a Dashboard, in order to email it to a couple of R&D users, but the format is frankly ugly and clunky in PPTX format.  They have to download the PPTX and copy and paste the data into Excel to even really be able to read it. 
    melissa_i_959be6
    Contributor ⭐️⭐️⭐️⭐️⭐️
    April 27, 2017
    We would also find great benefit in this.  Our current use cases are for internal users.  Though we'd prefer it to be an embedded report, even if it was a CSV attachment would be better than nothing.
    karen_jones
    Contributor ⭐️⭐️⭐️
    June 28, 2017
    +1 on this for all of the above reasons