Allow for tabular reports in Programs without the Account/Contact filter restriction
None
I was trying to test out tabular reports in programs but setting up a dailly email that includes participants that entered a program from the day before. The number of participants daily will generally be under the 20 row limit so I thought it was a great opportunity to be able to provide the report within the body of the email, without an attachment.
However, I have to filter the report by either Account or Contact filter, even though it's an AO participant report. The email would be sent to the same internal contact each day. Is there any way around this, or is my only option to send it as an attachment? Thanks.
*Actually, realized the filter requirements exist for attached reports also. How does everyone else send non account/contact based reports to internal contacts on a regular basis?
However, I have to filter the report by either Account or Contact filter, even though it's an AO participant report. The email would be sent to the same internal contact each day. Is there any way around this, or is my only option to send it as an attachment? Thanks.
*Actually, realized the filter requirements exist for attached reports also. How does everyone else send non account/contact based reports to internal contacts on a regular basis?
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Would love for internal emails to be able to look up the User Table for the Managment structure.
If you share the dashboard (not export) - it won't export as powerpoint, and will be a "live" dashboard for the recipients to see real time data. More info here.
You can also combine Dashboard Sharing with Journey Outreaches - I wrote a short how to guide here.
Amazing as always! I'll check em' out! :)
We could technically set this up as a dashboard but we're concerned about people not actually clicking into and loading the dashboards (ideally this wouldn't be the case but it is...)
We're able to do this with Salesforce so it would be nice to do it with GS as well!
for those interested and struggling with this, I just spoke with Gainsight and a solution that I found works great is to use a Power List in conjunction with an Outreach (rather than a Program). The Powerlist allows you to easily define the target receipients and the Outreach doesn't mandate that you set filters on the report.
Hope that is of use to people.