Report Table View in Email
None
We need to include reports in table view in our email distributions. Both in CoPilot emails and also in CTA-based emails.
We are trying to create a dashboard style report to distribute to clients to help them understand utilization. There are some data points that really don't make sense in a more graphical format.
We are trying to create a dashboard style report to distribute to clients to help them understand utilization. There are some data points that really don't make sense in a more graphical format.
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Thanks for this idea, we already have this in our roadmap and will update ETA for this release.
We have a project kicking off now with a target of completion in a few months so having a sense of timing for this enhancement would be really helpful.
Elizabeth
This is not in for May release i.e. Spring Release but we are looking towards delivering this in August release i.e. Summer Release
Is it confirmed that the feature will be available by the August release? I am checking as we have requirements where a tabular report would be an ideal fit and getting a definite ETA would really help.
I came across this thread and realized that what you're hoping to accomplish can now be done using a Share 360 layout.
You can build a specific Share 360 layout that has specific reports that you want to share with the customer and then email it out via CoPilot (the CoPilot email feature came in the fall release).
See details here on configuring the Shared 360 - https://support.gainsight.com/Product_Documentation/Customers_and_Relationships/Admin_Configuration/...
And details here on how to send the link via CoPilot - https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Admin_Configuration/...
Yes. You are correct. You can use a layout and configure as many reports( tabular or otherwise) and share as a link. You can configure with or without OTP and the shared link will be of live data. Dan has shared some of the links which will help you configure this in the below post. Hope this helps!
Thanks
Abhishek S
to the GS User object, they can share layouts internally for now and
wait until the next major release to share externally."
What is the specific reason for this? Is it just because of the OTP functionality or is there some other reason?
Thanks - Gabe
The reason we added this in the release notes was because we did not have external sharing with Contacts for the Summer release and was only available for internal users. We have already released the feature to share with external persons with our Fall release.
(Edited after clarification from the lead PM)
Hope this helps. Please do share how you make out!
The Intended End-Users section in the Configure Share 360 doc is updated. Here is the link for the same:
https://support.gainsight.com/Product_Documentation/Customers_and_Relationships/Admin_Configuration/...
Is there a way to send this link via copilot? Maybe just hard-coding it? Would love to for it to work the same way as the PPT sharing works.
Edgar
One thought to keep in mind that makes dashboard sharing superior to sending a dashboard via a PPT attachment is that the Dashboard sharing link is always real time data whenever it is accessed (vs an attachment that is a snapshot of data when the export was created).
So, rather than needing to send a scheduled email with the dashboard sharing link, it's preferred to send a single share email and have the recipient either save the email or bookmark the link so it's always available to them.
Scheduling would be great. While I do agree saving and bookmarking are options now, an email just serves as a wonderful alert, kind of like a CTA, - in our case - for users outside the system.
I will go with hardcoding. Thanks!
Edgar
I wrote this up earlier today here: https://community.gainsight.com/gainsight/topics/sharing-dashboards-using-copilot-how-to-guide
If you copy the link [i]after it's been opened in the browser, then it does have the token and you can't use that link.
The key is to copy the link that is in the original email sent from Gainsight when you share the dashboard ([i]before it's opened in a browser window).