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Allow embedded reports in Gainsight Assist to be filtered on Relationship

Related products:CS Cockpit & Playbooks
  • May 6, 2026
  • 1 reply
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angela_domenichelli
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Currently embedded reports can only be filtered by Company or Person when used as an email task in a CTA.  We need to send embedded reports at a Relationship level.  Please allow this.

1 reply

angela_domenichelli
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  • May 6, 2026

You can delete this post, it is now allowing me to use Relationship GSID and is not stillg iving me the Company/Person required error.