Solved
Tabular Report based on Data Space unable to filter per account in Journey Orchestrator
I've been testing out tabular reports in Journey Orchestrator with a report that is built from a Data Space and has been used for Share 360 successfully.
When I modify the template, I add the filter of Account ID = SFDC Account ID to the report but in test emails from Preview I'm getting blank tables when I know it should be populated. The Data Space does have Account ID (from SFDC) as the Primary identifier.
It seems like reports from Data Spaces don't have an account lookup like there is for reports built from other data sources. Is there a workaround or would this have to be added as an enhancement for Data Spaces?
When I modify the template, I add the filter of Account ID = SFDC Account ID to the report but in test emails from Preview I'm getting blank tables when I know it should be populated. The Data Space does have Account ID (from SFDC) as the Primary identifier.
It seems like reports from Data Spaces don't have an account lookup like there is for reports built from other data sources. Is there a workaround or would this have to be added as an enhancement for Data Spaces?
Best answer by sai_ram
@john_apple We just pushed out Gainsight version 6.4 which addresses this issue you were experiencing with dataspace reports sent via a program not properly filtering down to the proper accounts.
Thank you for your patience and happy posting!
View originalThank you for your patience and happy posting!
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