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ben_daniels
ben_daniels
Contributor ⭐️⭐️⭐️
September 13, 2016
Released

Schedule individual reports with excel attachment

Related products:CS Reports
  • September 13, 2016
  • 22 replies
  • 253 views
Hello,

We would really love the ability to schedule individual reports as an excel attachment. The dashboard/ppt scheduling isn't an ideal solution for us.

      22 replies

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      sagan_sherlin
      sagan_sherlin
      Helper ⭐️⭐️
      August 17, 2018
      So, https://community.gainsight.com/gainsight/topics/tabular-reports-in-journey-orchestrator was just posted [a few days ago].  The ability to send Tabular Reports via JO! 🙂
      kelly
      kelly
      Helper ⭐️⭐️⭐️
      August 17, 2018
      I guess I misunderstood this request then, I thought this was requesting to be able to schedule email reports to ourselves and/or a defined user. As in I have to manually pull multiple reports at the same time on the same day each week. That shouldn't require creating a program to do so.
        olavo_zapata
        olavo_zapata
        Contributor ⭐️⭐️⭐️⭐️
        August 17, 2018
        Kelly I'm expecting the same thing.

        Our need is to schedule a report internally for users. 
          heather_landgraf
          heather_landgraf
          Contributor ⭐️⭐️⭐️⭐️⭐️
          August 17, 2018
          agreed.  just want to schedule a report to send to a list of users (like you can do in sfdc)
          samantha_braastad
          samantha_braastad
          Contributor ⭐️⭐️⭐️⭐️⭐️
          August 20, 2018
          Agree as well! Sending out a weekly report to internal folks seems like a simple request. A behavior similar to the 'subscriptions' on reports within SF. 
          tim_harper
          tim_harper
          Contributor ⭐️⭐️⭐️⭐️
          August 20, 2018
          Sagan, that is not the same as what we want here.
          kelly
          kelly
          Helper ⭐️⭐️⭐️
          December 7, 2018
          Any update from Gainsight on this post from > 2 years ago?

            darkknight
            darkknight
            Expert ⭐️
            March 1, 2019
            Another entry into this very desired (and long requested) functionality https://community.gainsight.com/conversations/theres-no-way-to-automate-reports-to-internal-execs-in-gainsight-5c52031ee4b010df16f1c853

            And before GS Product responds with "Journey Programs!" that is not a solution for this use case and this is a hill I am willing to die on.

            Jeff Kirkpatrick
              christian_auner
              christian_auner
              Contributor ⭐️⭐️⭐️
              April 20, 2021

              Hi Team, are thereany update on that topic? 

                dan_ahrens
                dan_ahrens
                Expert ⭐️⭐️⭐️
                April 22, 2021

                Hi Team, are thereany update on that topic? 

                Yes! You’ll be happy to know that with the new Horizon Analytics (currently in beta and will start rolling out to all customers in phases starting in May) you can share an individual report either as a link or as an Excel attachment and even schedule a recurring share of that single report!

                 

                 

                 

                VP of Customer Success at Forcepoint
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