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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

    blynn_buckley
    Contributor ⭐️⭐️⭐️
    July 27, 2017
    Any updates on this request? Thank you!
    melissa_i_959be6
    Contributor ⭐️⭐️⭐️⭐️⭐️
    August 9, 2017
    I'm also curious if there is any update on this?  Since it's just an internal report we are sending right now, we're working around by putting the tabular report on a dashboard and then auto emailing the dashboard out each week.  Unfortunately... a 60 row report spread out over 25 powerpoint slides is less than ideal. 
    cara_brill
    Contributor ⭐️⭐️⭐️
    August 23, 2017
    Also wondering about an update? The dashboard ppt really isn't a workaround for us. 
    casey_matson
    Contributor ⭐️⭐️
    September 7, 2017
    Adding to the list... Need this for internal reporting. 
    daniel_oberes_b2e3e0
    Contributor ⭐️⭐️⭐️⭐️
    September 12, 2017
    We want to send a list of all the items up for renewal in a contract period along with quantities and expiration dates, etc.

    Feedback from support was that there was a concern about the variable length of a list. 

    For my use case, i don't expect more than 10-15 rows if that. 

    If there's a concern about a size limit can we do a multivariate outreach with versions that display a table if below a threshold for table size and some other template without a table if above that threshold?
    elizabeth_adams_c593ee
    Helper ⭐️⭐️⭐️
    September 12, 2017
    Yes! Daniel's solution would work for us. Our use cases also involve relatively small reports with a low number of rows and columns.
    Elizabeth Panska
    leanne
    Contributor ⭐️⭐️⭐️⭐️⭐️
    September 12, 2017
    If the main concern is length of the report, I'd be 100% fine with just having an attachment sent, too.  
    daniel_oberes_b2e3e0
    Contributor ⭐️⭐️⭐️⭐️
    September 12, 2017
    The attachment option could work as well but getting the content in the email body itself is ideal.
    elizabeth_adams_c593ee
    Helper ⭐️⭐️⭐️
    September 12, 2017
    Having the report in the body of the email is important for several of our use cases and would be preferred.
    Elizabeth Panska
    gurtej_gill
    Contributor ⭐️⭐️
    November 16, 2017
    +1 - I'd like to send tabular reports in Copilot as well. Internal use case to start, renewal report