Automate Gainsight reports to run and email results

  • 4
  • Idea
  • Updated 2 months ago
  • Under Consideration
Need to automatically email reports created in Gainsight to powerlist contacts. Is this possible?
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Rish Singh

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Posted 8 months ago

  • 4
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Dan Wiegert, Employee

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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. 

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Sai Ram Pulluri, Official Rep

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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.
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Trevor Shand

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Any update on this?