Automate Gainsight reports to run and email results

  • 8
  • Idea
  • Updated 8 months ago
  • Under Consideration
Need to automatically email reports created in Gainsight to powerlist contacts. Is this possible?
Photo of Rish Singh

Rish Singh

  • 1,012 Points 1k badge 2x thumb

Posted 1 year ago

  • 8
Photo of Dan Wiegert

Dan Wiegert, Employee

  • 1,516 Points 1k badge 2x thumb
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. 

Photo of Sai Ram Pulluri

Sai Ram Pulluri, Official Rep

  • 12,336 Points 10k badge 2x thumb
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.
Photo of Trevor Shand

Trevor Shand

  • 834 Points 500 badge 2x thumb
Any update on this?