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New Idea

Automate Gainsight reports to run and email results

Related products:None
johnny_burtchaell
jean.nairon
rish_singh
cameron_wright
anthonysabato
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  • johnny_burtchaell
    johnny_burtchaell
  • jean.nairon
    jean.nairon
  • rish_singh
    rish_singh
  • cameron_wright
    cameron_wright
  • anthonysabato
    anthonysabato
  • marcelo
    marcelo
  • samantha_braastad
    samantha_braastad
  • trevor_shand
    trevor_shand
  • darkknight
    darkknight
  • alison_hight
    alison_hight
  • sanahali
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rish_singh
  • Contributor ⭐️⭐️⭐️
  • 11 replies
Need to automatically email reports created in Gainsight to powerlist contacts. Is this possible?

3 replies

dan_wiegert
Forum|alt.badge.img+3
  • Gainsight Employee ⭐️⭐️
  • 71 replies
  • August 2, 2017
Hey Rish,
I checked on my end and what you are wanting to do is currently not a possibility with email templates. Your report has lots of tabular information and would need to automatically be exported as a CSV, and email templates can only handle graphical report information. As I mentioned in Zendesk ticket #27764, I believe that the ability to export reports as CSV's into emails is on the product roadmap, I just need to see if that is being covered as a near or long term functionality objective. 

Dan 

sai_ram
Forum|alt.badge.img+1
  • Expert ⭐️⭐️
  • 3727 replies
  • September 15, 2017
Hi Rish, I am changing this request into idea post and our PM's will prioritize on this use-case.I will let you know once this is taken up.

trevor_shand
Forum|alt.badge.img+2
  • Helper ⭐️
  • 42 replies
  • January 16, 2018
Any update on this?

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