Emailing Reports
None
Does anyone have experience sending out reports via email on a weekly basis?
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One option to do this is via dashboard sharing. I documented some steps here: https://community.gainsight.com/conversations/sharing-dashboards-using-copilot-how-to-guide-5bc73e18e4b04588aaf86a9e
What is the question you have?
If that's what you were hoping for, feel free to add your vote/comments to this post.
Hopefully the more voices Gainsight product development hears on this item, the better they can see that we need a simpler solution than what they are currently offering/developing.
Besides, shouldn't have to create a separate dashboard for every use case.
Another yes to this - this would be very useful, was looking for this today and surprised it’s not there. A fairly common requirement across enterprise platforms.
Converted to an Idea (feature request) for better tracking.
I agree that having a scheduler within the Reports section would be useful.
@All, Thanks for bringing this up and appreciate your patience here. We have added this to our product road-map, I will update you here once we push this to release.
Hello Everyone,
Happy to announce that your request has been considered and implemented in the Horizon Analytics in both SFDC & NXT versions. Admins can now schedule and share the Report and Dashboard as required.
Thanks for posting!