Add Tabular Reports to Outreach Templates in Copilot
When creating an outreach template it would be great if you could add a previously created tabular formatted report. This is not presently an option.
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Feedback from support was that there was a concern about the variable length of a list.
For my use case, i don't expect more than 10-15 rows if that.
If there's a concern about a size limit can we do a multivariate outreach with versions that display a table if below a threshold for table size and some other template without a table if above that threshold?
With the release of shared 360 ,dashboards and ability to distribute via Advanced Outreach where you can send a link , we have the following capabilities -
a. Live data which the internal or external teams can view, send once and dont worry about resending the link since the data will be live and can significantly reduce the to and fro communication which happens for data between teams.
In the case share 360/ dashboards , you have to send your internal teams a link and ask them to bookmark it for reference and you are done.
b. Ability to modify filters(optional) and then finally also export the data via CSV(optional)
c. Security Aspect of OTP, Link Expiry, IP address based restriction (again all configurable and optional)
Why don't we support tabular reports in Copilot yet?
Tabular reports rarely look good in email/PPT and if the number of columns increase more than 4 and number of rows increase more than 6 , it does not scale well in the email look and feel.
The workaround of only add reports when they are less than 4 columns and less than 6 rows etc. will not be scalable and will lead to email schedule being slow.
That is why we focussed on the ability to share live web based links which can scale and the constraint of email is removed with additional capabilities.
Please share here the concerns with the above approach and if this would help address your use case.