Add Tabular Reports to Outreach Templates in JO

Would really like this.  Our use case is internal and just for our operations team.  We build a number of "catch reports" (for example, this list of accounts didn't get a particular field populated and it needs to be).  I was planning on having copilot email us when the report gets new data or at a particular cadence, but I guess we'll just have to keep tracking it manually for now.

Hi All,

With the release of shared 360 ,dashboards  and ability to distribute via Advanced Outreach where you can send a link , we have the following capabilities - 

a. Live data which the internal or external teams can view, send once and dont worry about resending the link since the data will be live and can significantly reduce the to and fro communication which happens for data between teams.

In the case share 360/ dashboards , you have to send your internal teams a link and ask them to bookmark it for reference and you are done.

b. Ability to modify filters(optional) and then finally also export the data via CSV(optional) 
c. Security Aspect of OTP, Link Expiry, IP address based restriction (again all configurable and optional)

Why don't we support tabular reports in Copilot yet?
Tabular reports rarely look good in email/PPT and if the number of columns increase more than 4 and number of rows increase more than 6 , it does not scale well in the email look and feel.

The workaround of only add reports when they are less than 4 columns and less than 6 rows etc. will not be scalable and will lead to email schedule being slow. 

That is why we focussed on the ability to share live web based links which can scale and the constraint of email is removed with additional capabilities. 

Please share here the concerns with the above approach and if this would help address your use case.

Thanks,
Abhishek S

could definitely use a tabular report

This is very nice functionality.  The reason it doesn't meet my use case though, is that I only want to have the email sent IF there is data in the report - an option in copilot with reports, but not if you are only sending a link to a dashboard.  I was hoping to use these tabular reports as alerts (to me and the rest of the ops team only) when we have vital information missing from an account, a logged activity, etc.  As a workaround I'm now having the email displaying a graphical representation of my data (to serve as the alert) and providing the link to the tabular report where I can find the detailed info that I need.  This workaround works, but it would be nice to just have the info in the email.

Emails are needed when you need to remind your team about something. Share 360 wouldnt work there

Hi, 

For your use case, what is the approx. number of columns or rows you have in mind for sending this tabular report in the email?

Thanks
Abhishek S

Close to 10

10 columns or rows?

10 rows, 5 columns 

This reply was created from a merged topic originally titled Question. Is it on the road map for CoPilot to be able to support "Tabular visual....

Just curious if this feature is on the road map or not - to open up CoPilot to accept 'tabular' formats.  Thank you 🙂