Skip to main content
sagan_sherlin
Helper ⭐️⭐️
July 24, 2019
Parked

Question. Is it possible to report on the "Drafts" in Timeline by User? [Email to Timeline]

Related products:CS Timeline & Activity Tracking
  • July 24, 2019
  • 25 replies
  • 395 views
Hi everyone!

I'm currently loving email to timeline, as it's helping us ensure that we're getting communication into the system! But we're running into users that aren't exactly staying up to date on reviewing their 'Drafts' in Global Timeline.

So, I was wondering how are others managing the ensuring that their users are reviewing their 'drafts' sections? Ideally, I would like a report that the managers can review to speak with their teams - but I'm not finding where that would be stored...

As always, THANK YOU! 🙂

    25 replies

    dhastings
    Contributor ⭐️⭐️⭐️⭐️⭐️
    April 26, 2024

    The request to be able to create a report on Timeline Activities within a Draft Status has been requested 4 years ago.  Any update on when the enhancement request can be added to the Roadmap?  

     

    As John and others stated, “this can create a lot of churn if they are not seeing emails they tagged on the accounts because they are sitting in a Draft state.”

     

    Dan Ahern stated: in the meantime, you can ask Gainsight support for this data and they can run a report for you.

     

    If Gainsight Support can capture the data - then the data should be available within a Gainsight report assessable to all Gainsight Users.

    Thank you,

    Di

    Contributor ⭐️⭐️
    October 30, 2024

    My organization also requires the functionality to be able as an admin to report on, audit and update all timeline entires that are currently in draft across our instance. 

    Olga Janzen
    Contributor ⭐️
    March 13, 2026

    Would be great to have it indeed! CSMs have bazillion of engagements logged in draft, so at least we could add it to their dashboard for them to action :) 

    ChiragJ
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    May 13, 2026

    Hi all — thank you for the continued engagement on this.

    We understand the ask. That said, with auto-logging of emails and meetings now available, we expect manual draft creation and the hygiene challenges around Drafts to decline over time — which is why this isn't on our near-term roadmap.

    We'd like a quick gut check: is draft management still a pain point for your team? If yes, would basic reporting at the user level to view their own drafts address the need?

    ChiragJ
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    August 5, 2026
    Updated idea statusOpenParked