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abhishek_sivaraman
abhishek_sivaraman
Helper ⭐️⭐️⭐️
August 12, 2018
New Idea

Tabular Reports in Journey Orchestrator

  • August 12, 2018
  • 18 replies
  • 340 views
Hi All,

One of the frequently asked feature in Journey Orchestrator has been the need for sending tabular reports in emails.

We are looking at addressing that use case using the following approach - 

a. You will be able to use any of the tabular reports configured as part of email configuration.
b. You will have two options-  CSV/Inline Option for sending a tabular report.
    - CSV option is aimed at use cases where there are many rows and columns and the data is of high volume.
    - Inline Option is aimed at use cases where the data you want to share are simple tabular reports in email with very few rows and columns.
c. For inline option, a maximum of 5 columns and 20 rows will be allowed in tabular reports.If the report exceeds this limit , then the report will be sent as CSV to the recipient. 

[i]We are looking for feedback on the above proposal and guide us with respect to whether the above approach will meet the use case of  tabular reports. [i]Are there any other use cases which you felt we have missed?

As we are in the early stages of this design, things might become flexible in the future based on other considerations or use cases. :) 

Thanks
Abhishek S

      18 replies

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      alizee
      alizee
      VIP ⭐️⭐️⭐️⭐️⭐️
      March 4, 2022

      These 20 x 5 limitations make this pretty useless. 

      Either revamp the “success plan PPT reports” to broaden its use with an option NOT to break data down by company and just to embed reports into a PPT that can be sent out on a schedule (therefore removing the need to suffer the 20x5 issue), or remove limits on tabular reports in email body. 

      Feature doesn’t fulfill its purpose currently. 

      The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
        anirbandutta
        anirbandutta
        Expert ⭐️
        March 7, 2022

        @PavanCh, pl check the outstanding usecases here

        It's an opportunity for engagement
        angela_domenichelli
        angela_domenichelli
        Contributor ⭐️⭐️⭐️⭐️⭐️
        April 11, 2022

        We are unable to add tabular reports to Journey Orchestrator using Nxt.  Will this be implemented in the future?

        Angela Domenichelli (She/Her/Hers)
        PavanCh
        Gainsight Employee ⭐️
        PavanCh
        Gainsight Employee ⭐️
        May 6, 2022

        @alizee - we are expanding the limit on number of rows permitted in embedded reports for upto 100 rows as a quick fix in this quarter.

        Could you please share the typical number of records you are looking to embed within an email body?

         

        Subsequently, we are also looking into providing further customisation options such as automatically shifting to an attachment when the tabular report crosses the max row threshold. I have added embedded reports enhancements to our backlog for prioritisation

        angela_domenichelli
        angela_domenichelli
        Contributor ⭐️⭐️⭐️⭐️⭐️
        May 6, 2022

        @alizee - we are expanding the limit on number of rows permitted in embedded reports for upto 100 rows as a quick fix in this quarter.

        Could you please share the typical number of records you are looking to embed within an email body?

         

        Subsequently, we are also looking into providing further customisation options such as automatically shifting to an attachment when the tabular report crosses the max row threshold. I have added embedded reports enhancements to our backlog for prioritisation

        Thank you.  The reports we are trying to embed for our first iteration of usage are very small.  When you say it will be limited to 100 rows, is that from the table itself, or the table filtered for recipients?  If it is filtered by recipients, what happens if 1/100 recipients would have more than 100 rows?  Does the single email fail, the entire program fail, or the embedded report for 1 recipient fail, for example?  How is the Admin notified?

        Today even with the smallest of tabular reports, we see this error when embedding:

         

        Angela Domenichelli (She/Her/Hers)
        PavanCh
        Gainsight Employee ⭐️
        PavanCh
        Gainsight Employee ⭐️
        May 6, 2022

        @angela_domenichelli - The rows embedded within the email body would be limited to a maximum of 100, from 20 today (table filtered for recipients).

        Today If there are more than 20 rows in the tabular report, currently the extra rows are truncated in email body. The email is still sent out to the recipient with 20 rows. 

        However, as a workaround if the same report is embedded as an attachment, full data is included for all the rows

          angela_domenichelli
          angela_domenichelli
          Contributor ⭐️⭐️⭐️⭐️⭐️
          May 6, 2022

          @angela_domenichelli - The rows embedded within the email body would be limited to a maximum of 100, from 20 today (table filtered for recipients).

          Today If there are more than 20 rows in the tabular report, currently the extra rows are truncated in email body. The email is still sent out to the recipient with 20 rows. 

          However, as a workaround if the same report is embedded as an attachment, full data is included for all the rows

          Should I open a support ticket for the above error?  I cannot embed any tabular reports, even 1 with 1 row and 2 columns.  I am using Nxt and Horizon Reporting.

          Angela Domenichelli (She/Her/Hers)
            PavanCh
            Gainsight Employee ⭐️
            PavanCh
            Gainsight Employee ⭐️
            May 11, 2022

            @angela_domenichelli ,

            Please open a support ticket, this seems to be an error

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