So what my customer wanted to do is automate a report that would be sent out to the Exec. Initially, I figured this would be straightforward, only to discover that all the potential solutions solve about 75% of the use case.
- Send a program - Can't do this because every recipient has to be associated with an account ID. Even if the exec were assigned to a dummy account (which is apparently our suggestion?), the exec still wouldn't be able to get the report that spans across the whole customer base.
- Send an outreach - At least with an outreach, you are still allowed to send to internal users without associating them to a dummy account. (Which begs the question: why can we not do this with programs anymore?) However, I recently discovered that we cannot attach reports to these outreaches, so I can't achieve this use case.
- Share a dashboard - I suppose I can do this, but not in an automated fashion.
Best answer by abhishek_sivaraman
Valid Points. Good News here. We are going to remove the need to mandate account id/relationship id to reports when you send it via programs.
Also, we are including a exclusive strategy for Users in program which will help address these use cases specifically. It should be available in the coming 1 or 2 months.