http://m.getsatisfaction.com/topics/6961095 Add Tabular Reports to Outreach Templates in Copilot 2018-08-12T15:59:52Z 2016-03-23T23:23:55Z 6961095 http://m.getsatisfaction.com/topics/6961095 6961095 Add Tabular Reports to Outreach Templates in Copilot 2018-08-12T15:59:52Z 2016-03-23T23:23:55Z Domenic Armano http://m.getsatisfaction.com/people/5317197 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10783113/download_medium.png domenic_armano 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.&nbsp; idea pending 34 41 37 comment http://m.getsatisfaction.com/topics/6961095/replies/16745672 http://m.getsatisfaction.com/topics/6961095 16745672 Sundar responded to "Add Tabular Reports to Outreach Templates in Copilot" 2016-03-28T19:06:27Z 2016-03-28T19:06:27Z Sundar http://m.getsatisfaction.com/people/7439516 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10497227/sundar_bw_medium.png sundar_7133576 Hey Domenic, Is this tabular report for internal stakeholders or for external customers? 0 http://m.getsatisfaction.com/topics/6961095/replies/16993468 http://m.getsatisfaction.com/topics/6961095 16993468 Cara Brill responded to "Add Tabular Reports to Outreach Templates in Copilot" 2016-06-27T13:52:21Z 2016-06-27T13:52:21Z Cara Brill http://m.getsatisfaction.com/people/8303157 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10850560/photo_medium.jpg cara_brill This is also something I'm looking for- and it would be for both internal and external needs. 1 http://m.getsatisfaction.com/topics/6961095/replies/17865275 http://m.getsatisfaction.com/topics/6961095 17865275 Jeff Kirkpatrick responded to "Add Tabular Reports to Outreach Templates in Copilot" 2016-09-23T12:16:31Z 2016-09-23T12:16:31Z Jeff Kirkpatrick http://m.getsatisfaction.com/people/7657820 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11032177/860950_medium.jpg jeff_kirkpatrick This would benefit us as well. &nbsp;We have need to send an internal email to notify CSMs when new accounts have been assigned. &nbsp;Also, we want to scale an external outreach to send customers a list of their portal users on an annual basis so they can review and preen the lists as appropriate. &nbsp;Having the tabular view would be incredibly helpful in both of these, and other scenarios. 5 http://m.getsatisfaction.com/topics/6961095/replies/18331319 http://m.getsatisfaction.com/topics/6961095 18331319 Ray Roohparvar responded to "Add Tabular Reports to Outreach Templates in Copilot" 2017-01-24T21:11:07Z 2017-01-24T21:11:07Z Ray Roohparvar http://m.getsatisfaction.com/people/8910360 https://www.gravatar.com/avatar/b9c6ff3cee91498bbb45a782a36c2c1c?d=identicon&s=55&r=PG ray_roohparvar I have the same use case as Jeff except it would be sent to our partners and the cadence would be quarterly. This would be a game changer for us. This feature alone would bring so much value to our org that we wouldn't even bat an eye come renewal time. Sign us up!!! 3 http://m.getsatisfaction.com/topics/6961095/replies/18482335 http://m.getsatisfaction.com/topics/6961095 18482335 Ruben Rabago responded to "Add Tabular Reports to Outreach Templates in Copilot" 2017-03-08T18:32:18Z 2017-03-08T18:32:18Z Ruben Rabago http://m.getsatisfaction.com/people/7519242 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10529404/photo_medium.jpg ruben_rabago I have had several customers asking for the ability to send tabular report to internal users as well as different use case for customer-facing. &nbsp; 2 http://m.getsatisfaction.com/topics/6961095/replies/18559134 http://m.getsatisfaction.com/topics/6961095 18559134 Blynn Buckley responded to "Add Tabular Reports to Outreach Templates in Copilot" 2017-04-05T15:50:15Z 2017-04-05T15:50:15Z Blynn Buckley http://m.getsatisfaction.com/people/7859088 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10683126/BlynnBuckley_medium.jpeg blynn_buckley Any update on when this might be coming out?&nbsp; 4 http://m.getsatisfaction.com/topics/6961095/replies/18559589 http://m.getsatisfaction.com/topics/6961095 18559589 Cy Perry responded to "Add Tabular Reports to Outreach Templates in Copilot" 2017-04-05T17:48:56Z 2017-04-05T17:48:56Z Cy Perry http://m.getsatisfaction.com/people/7258631 https://www.gravatar.com/avatar/0c839c726597170509066acdfb93c73e?d=identicon&s=55&r=PG cy_perry This would be beneficial for us too. We would like send our customers a list of items related to their account in tabular format.&nbsp; 2 http://m.getsatisfaction.com/topics/6961095/replies/18617621 http://m.getsatisfaction.com/topics/6961095 18617621 Leanne responded to "Add Tabular Reports to Outreach Templates in Copilot" 2017-04-27T20:55:18Z 2017-04-27T20:55:18Z Leanne http://m.getsatisfaction.com/people/6099809 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10104873/Leanne-Powell_medium.png leanne_5795888 We also need this feature, in order to email reports to internal users that don't have Gainsight licenses. &nbsp;We've currently got a tabular report added to a Dashboard, in order to email it to a couple of R&amp;D users, but the format is frankly ugly and clunky in PPTX format. &nbsp;They have to download the PPTX and copy and paste the data into Excel to even really be able to read it.&nbsp; 2 http://m.getsatisfaction.com/topics/6961095/replies/18617622 http://m.getsatisfaction.com/topics/6961095 18617622 Melissa I responded to "Add Tabular Reports to Outreach Templates in Copilot" 2017-04-27T20:55:32Z 2017-04-27T20:55:32Z Melissa I http://m.getsatisfaction.com/people/7627522 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10733664/M_Reinhart_LR[square]_medium.jpg melissa_i_7321356 We would also find great benefit in this. &nbsp;Our current use cases are for internal users. &nbsp;Though we'd prefer it to be an embedded report, even if it was a CSV attachment would be better than nothing. 0 http://m.getsatisfaction.com/topics/6961095/replies/18767290 http://m.getsatisfaction.com/topics/6961095 18767290 Karen Jones responded to "Add Tabular Reports to Outreach Templates in Copilot" 2017-06-28T19:06:57Z 2017-06-28T19:06:57Z Karen Jones http://m.getsatisfaction.com/people/8042814 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11102186/9590_medium.jpg karen_jones_7727846 +1 on this for all of the above reasons&nbsp; 0 http://m.getsatisfaction.com/topics/6961095/replies/18832425 http://m.getsatisfaction.com/topics/6961095 18832425 Blynn Buckley responded to "Add Tabular Reports to Outreach Templates in Copilot" 2017-07-27T00:40:37Z 2017-07-27T00:40:37Z Blynn Buckley http://m.getsatisfaction.com/people/7859088 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10683126/BlynnBuckley_medium.jpeg blynn_buckley Any updates on this request? Thank you! 2 http://m.getsatisfaction.com/topics/6961095/replies/18865146 http://m.getsatisfaction.com/topics/6961095 18865146 Melissa I responded to "Add Tabular Reports to Outreach Templates in Copilot" 2017-08-09T21:11:26Z 2017-08-09T21:11:26Z Melissa I http://m.getsatisfaction.com/people/7627522 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10733664/M_Reinhart_LR[square]_medium.jpg melissa_i_7321356 I'm also curious if there is any update on this? &nbsp;Since it's just an internal report we are sending right now, we're working around by putting the tabular report on a dashboard and then auto emailing the dashboard out each week. &nbsp;Unfortunately... a 60 row report spread out over 25 powerpoint slides is less than ideal.&nbsp; 1 http://m.getsatisfaction.com/topics/6961095/replies/18896564 http://m.getsatisfaction.com/topics/6961095 18896564 Cara Brill responded to "Add Tabular Reports to Outreach Templates in Copilot" 2017-08-23T13:39:40Z 2017-08-23T13:39:40Z Cara Brill http://m.getsatisfaction.com/people/8303157 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10850560/photo_medium.jpg cara_brill Also wondering about an update? The dashboard ppt really isn't a workaround for us.&nbsp; 1 http://m.getsatisfaction.com/topics/6961095/replies/18933474 http://m.getsatisfaction.com/topics/6961095 18933474 Casey Matson responded to "Add Tabular Reports to Outreach Templates in Copilot" 2017-09-07T17:55:33Z 2017-09-07T17:55:33Z Casey Matson http://m.getsatisfaction.com/people/9188411 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11110162/image1_medium.JPG casey_matson Adding to the list... Need this for internal reporting.&nbsp; 0 http://m.getsatisfaction.com/topics/6961095/replies/18942532 http://m.getsatisfaction.com/topics/6961095 18942532 Daniel Oberes responded to "Add Tabular Reports to Outreach Templates in Copilot" 2017-09-12T03:41:20Z 2017-09-12T03:41:20Z Daniel Oberes http://m.getsatisfaction.com/people/8583529 https://www.gravatar.com/avatar/f886240931335295d2a309eb1fc55e55?d=identicon&s=55&r=PG daniel_oberes_daji08div7280 We want to send a list of all the items up for renewal in a contract period along with quantities and expiration dates, etc.<br /><br />Feedback from support was that there was a concern about the variable length of a list.&nbsp;<br /><br />For my use case, i don't expect more than 10-15 rows if that.&nbsp;<br /><br />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? 4 http://m.getsatisfaction.com/topics/6961095/replies/18943421 http://m.getsatisfaction.com/topics/6961095 18943421 Elizabeth Adams responded to "Add Tabular Reports to Outreach Templates in Copilot" 2017-09-12T14:25:08Z 2017-09-12T14:25:08Z Elizabeth Adams http://m.getsatisfaction.com/people/8157726 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11072831/EA_1_medium.jpg elizabeth_adams_7842612 Yes! Daniel's solution would work for us. Our use cases also involve relatively small reports with a low number of rows and columns. 0 http://m.getsatisfaction.com/topics/6961095/replies/18943435 http://m.getsatisfaction.com/topics/6961095/replies/18942532 18943435 Leanne responded to "Add Tabular Reports to Outreach Templates in Copilot" 2017-09-12T14:28:09Z 2017-09-12T14:28:09Z Leanne http://m.getsatisfaction.com/people/6099809 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10104873/Leanne-Powell_medium.png leanne_5795888 If the main concern is length of the report, I'd be 100% fine with just having an attachment sent, too. &nbsp; 2 http://m.getsatisfaction.com/topics/6961095/replies/18943748 http://m.getsatisfaction.com/topics/6961095 18943748 Daniel Oberes responded to "Add Tabular Reports to Outreach Templates in Copilot" 2017-09-12T16:28:17Z 2017-09-12T16:28:17Z Daniel Oberes http://m.getsatisfaction.com/people/8583529 https://www.gravatar.com/avatar/f886240931335295d2a309eb1fc55e55?d=identicon&s=55&r=PG daniel_oberes_daji08div7280 The attachment option could work as well but getting the content in the email body itself is ideal. 1 http://m.getsatisfaction.com/topics/6961095/replies/18943757 http://m.getsatisfaction.com/topics/6961095/replies/18943748 18943757 Elizabeth Adams responded to "Add Tabular Reports to Outreach Templates in Copilot" 2017-09-12T16:30:26Z 2017-09-12T16:30:26Z Elizabeth Adams http://m.getsatisfaction.com/people/8157726 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11072831/EA_1_medium.jpg elizabeth_adams_7842612 Having the report in the body of the email is important for several of our use cases and would be preferred. 0 http://m.getsatisfaction.com/topics/6961095/replies/19102417 http://m.getsatisfaction.com/topics/6961095 19102417 Gurtej Gill responded to "Add Tabular Reports to Outreach Templates in Copilot" 2017-11-16T22:50:08Z 2017-11-16T22:50:08Z Gurtej Gill http://m.getsatisfaction.com/people/7875558 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10689910/12208727_10152743121942465_7462065045055699132_n_medium.jpg gurtej_gill +1 - I'd like to send tabular reports in Copilot as well. Internal use case to start, renewal report 0 http://m.getsatisfaction.com/topics/6961095/replies/19285810 http://m.getsatisfaction.com/topics/6961095 19285810 Mindy responded to "Add Tabular Reports to Outreach Templates in Copilot" 2018-01-31T23:17:26Z 2018-01-31T23:17:26Z Mindy http://m.getsatisfaction.com/people/9296749 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11239447/mindy-martins-2_medium.png mindy_martins Would really like this.&nbsp; Our use case is internal and just for our operations team.&nbsp; We build a number of "catch reports" (for example, this list of accounts didn't get a particular field populated and it needs to be).&nbsp; I was planning on having copilot email us when the report gets new data or at a particular cadence, but I guess we'll just have to keep tracking it manually for now. 0 http://m.getsatisfaction.com/topics/6961095/replies/19286490 http://m.getsatisfaction.com/topics/6961095 19286490 Abhishek Sivaraman responded to "Add Tabular Reports to Outreach Templates in Copilot" 2018-02-01T05:42:16Z 2018-02-01T05:42:16Z Abhishek Sivaraman http://m.getsatisfaction.com/people/8029301 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10954636/download_medium.jpeg abhishek_sivaraman Hi All,<br /><br />With the release of <a href="https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Admin_Configuration/03_Create_CoPilot_Email_Templates#Send_Shared_C360_Layouts" rel="nofollow" title="Link: https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Admin_Configuration/03_Create_CoPilot_Email_Templates#Send_Shared_C360_Layouts">shared 360</a>&nbsp;,<a href="https://community.gainsight.com/gainsight/topics/sharing-dashboards-using-copilot-how-to-guide" rel="nofollow" title="Link: https://community.gainsight.com/gainsight/topics/sharing-dashboards-using-copilot-how-to-guide">dashboards</a>&nbsp; and ability to distribute via Advanced Outreach where you can send a link , we have the following capabilities -&nbsp;<br /><br />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. <br /><br />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.<br /><br />b. Ability to modify filters(optional) and then finally also export the data via CSV(optional)&nbsp;<br />c. Security Aspect of OTP, Link Expiry, IP address based restriction (again all configurable and optional)<br /><br /><b>Why don't we support tabular reports in Copilot yet?</b><br />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. <br /><br />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.&nbsp;<br /><br />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.&nbsp;<br /><br />Please share here the concerns with the above approach and if this would help address your use case.<br /><br />Thanks,<br />Abhishek S 1 http://m.getsatisfaction.com/topics/6961095/replies/19346056 http://m.getsatisfaction.com/topics/6961095 19346056 Andrew Cummins responded to "Add Tabular Reports to Outreach Templates in Copilot" 2018-02-23T16:43:03Z 2018-02-23T16:43:03Z Andrew Cummins http://m.getsatisfaction.com/people/7776890 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10679844/Koala_medium.jpg andrew_cummins could definitely use a tabular report 0 http://m.getsatisfaction.com/topics/6961095/replies/19346373 http://m.getsatisfaction.com/topics/6961095/replies/19286490 19346373 Mindy responded to "Add Tabular Reports to Outreach Templates in Copilot" 2018-02-23T18:39:03Z 2018-02-23T18:39:03Z Mindy http://m.getsatisfaction.com/people/9296749 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11239447/mindy-martins-2_medium.png mindy_martins This is very nice functionality.&nbsp; The reason it doesn't meet my use case though, is that I only want to have the email sent IF there is data in the report - an option in copilot with reports, but not if you are only sending a link to a dashboard.&nbsp; I was hoping to use these tabular reports as alerts (to me and the rest of the ops team only) when we have vital information missing from an account, a logged activity, etc.&nbsp; As a workaround I'm now having the email displaying a graphical representation of my data (to serve as the alert) and providing the link to the tabular report where I can find the detailed info that I need.&nbsp; This workaround works, but it would be nice to just have the info in the email. 0 http://m.getsatisfaction.com/topics/6961095/replies/19420790 http://m.getsatisfaction.com/topics/6961095 19420790 Jahnavi responded to "Add Tabular Reports to Outreach Templates in Copilot" 2018-03-27T14:05:47Z 2018-03-27T14:05:47Z Jahnavi http://m.getsatisfaction.com/people/9273755 https://www.gravatar.com/avatar/b7c60d5b8d135d9659f09f007eb05bbf?d=identicon&s=55&r=PG jahnavi_5u38skyohjalr Emails are needed when you need to remind your team about something. Share 360 wouldnt work there 0 http://m.getsatisfaction.com/topics/6961095/replies/19420924 http://m.getsatisfaction.com/topics/6961095/replies/19420790 19420924 Abhishek Sivaraman responded to "Add Tabular Reports to Outreach Templates in Copilot" 2018-03-27T14:55:13Z 2018-03-27T14:55:13Z Abhishek Sivaraman http://m.getsatisfaction.com/people/8029301 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10954636/download_medium.jpeg abhishek_sivaraman Hi,&nbsp;<br /><br />For your use case, what is the approx. number of columns or rows you have in mind for sending this tabular report in the email?<br /><br />Thanks<br />Abhishek S 0 http://m.getsatisfaction.com/topics/6961095/replies/19421197 http://m.getsatisfaction.com/topics/6961095/replies/19420790 19421197 Jahnavi responded to "Add Tabular Reports to Outreach Templates in Copilot" 2018-03-27T16:19:26Z 2018-03-27T16:19:26Z Jahnavi http://m.getsatisfaction.com/people/9273755 https://www.gravatar.com/avatar/b7c60d5b8d135d9659f09f007eb05bbf?d=identicon&s=55&r=PG jahnavi_5u38skyohjalr Close to 10 0 http://m.getsatisfaction.com/topics/6961095/replies/19421221 http://m.getsatisfaction.com/topics/6961095/replies/19420790 19421221 Abhishek Sivaraman responded to "Add Tabular Reports to Outreach Templates in Copilot" 2018-03-27T16:27:20Z 2018-03-27T16:27:20Z Abhishek Sivaraman http://m.getsatisfaction.com/people/8029301 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10954636/download_medium.jpeg abhishek_sivaraman 10 columns or rows? 0 http://m.getsatisfaction.com/topics/6961095/replies/19421234 http://m.getsatisfaction.com/topics/6961095/replies/19420790 19421234 Cy Perry responded to "Add Tabular Reports to Outreach Templates in Copilot" 2018-03-27T16:32:04Z 2018-03-27T16:32:04Z Cy Perry http://m.getsatisfaction.com/people/7258631 https://www.gravatar.com/avatar/0c839c726597170509066acdfb93c73e?d=identicon&s=55&r=PG cy_perry 10 rows, 5 columns&nbsp; 0 http://m.getsatisfaction.com/topics/6961095/replies/19507243 http://m.getsatisfaction.com/topics/6961095 19507243 Sagan Sherlin responded to "Add Tabular Reports to Outreach Templates in Copilot" 2018-05-07T13:23:47Z 2018-05-07T13:23:47Z Sagan Sherlin http://m.getsatisfaction.com/people/9511694 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11221250/264DeathbyCat5-m_medium.jpg sagan_sherlin <em>This reply was created from a merged topic originally titled <a class="notranslate" href="https://community.gainsight.com/gainsight/topics/question-is-it-on-the-road-map-for-copilot-to-be-able-to-support-tabular-visualization" rel="nofollow" target="_blank">Question. Is it on the road map for CoPilot to be able to support "Tabular visual...</a>.</em><br /><br /> Just curious if this feature is on the road map or not - to open up CoPilot to accept 'tabular' formats.&nbsp; Thank you :) 1