Automate Gainsight reports to run and email results
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Need to automatically email reports created in Gainsight to powerlist contacts. Is this possible?
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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