http://m.getsatisfaction.com/topics/7777018 Tabular Reports in Journey Orchestrator 2018-09-07T08:48:34Z 2018-08-12T15:57:21Z 7777018 http://m.getsatisfaction.com/topics/7777018 7777018 Tabular Reports in Journey Orchestrator 2018-09-07T08:48:34Z 2018-08-12T15:57:21Z 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 />One of the frequently <a href="https://community.gainsight.com/gainsight/topics/add-tabular-reports-to-outreach-templates-in-copilot" rel="nofollow">asked</a> feature in Journey Orchestrator has been the need for sending tabular reports in emails.<br /><br />We are looking at addressing that use case using the following approach -&nbsp;<br /><br />a. You will be able to use any of the tabular reports configured as part of email configuration.<br />b. You will have two options-&nbsp; CSV/Inline Option for sending a tabular report. <br />&nbsp; &nbsp; - CSV option is aimed at use cases where there are many rows and columns and the data is of high volume.<br />&nbsp; &nbsp; - Inline Option is aimed at use cases where the data you want to share are simple tabular reports in email with very few rows and columns.<br />c. For inline option, a maximum of 5 columns and 20 rows will be allowed in tabular reports.If the report exceeds this limit , then the report will be sent as CSV to the recipient.&nbsp;<br /><br /><b><i>We are looking for feedback on the above proposal and guide us with respect to whether the above approach will meet the use case of&nbsp; tabular reports.&nbsp;</i></b><b><i>Are there any other use cases which you felt we have missed?<br /><br /></i></b>As we are in the early stages of this design, things might become flexible in the future based on other considerations or use cases. :)&nbsp;<br /><br />Thanks<br />Abhishek S article 5 8 8 comment http://m.getsatisfaction.com/topics/7777018/replies/19693265 http://m.getsatisfaction.com/topics/7777018 19693265 Heather Hansen responded to "Tabular Reports in Journey Orchestrator" 2018-08-13T15:11:10Z 2018-08-13T15:11:10Z Heather Hansen http://m.getsatisfaction.com/people/7642952 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11212682/HHProfessional_medium.jpg heather_hansen_7336775 That sounds great to me.&nbsp; This would work for most of my use cases. 0 http://m.getsatisfaction.com/topics/7777018/replies/19703194 http://m.getsatisfaction.com/topics/7777018 19703194 Sagan Sherlin responded to "Tabular Reports in Journey Orchestrator" 2018-08-17T20:16:10Z 2018-08-17T20:16:10Z Sagan Sherlin http://m.getsatisfaction.com/people/9511694 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11221250/264DeathbyCat5-m_medium.jpg sagan_sherlin + a Million.&nbsp; This would be awesome, and amazing!&nbsp; I can't like this post enough!&nbsp; I was actually reading the other post (2 pages, WOW) and saw your post&nbsp;Abhishek&nbsp;and about screamed in my office.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Our executives enter in a weekly Timeline entry that we've created a Dashboard for.&nbsp; But because the posts and can be rather long at times - they have to export.&nbsp; With the new proposed feature - we could automate that report instead - which would be a huge win!<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />I agree with the size limit - what you proposed works much like when exporting an Excel items from Reporting.&nbsp; If small enough - it will open right for you.&nbsp; But large enough - and it's emailed to you.&nbsp; Consistency :)<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />But to also be able to have the ability to NOT have to have linked to Account, would be awesome.&nbsp; For the example, the people that would receive the excel report of the executive - may not have posted or be tied to an account.&nbsp; It would be internal only.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /> 2 http://m.getsatisfaction.com/topics/7777018/replies/19705476 http://m.getsatisfaction.com/topics/7777018 19705476 Karl Rumelhart responded to "Tabular Reports in Journey Orchestrator" 2018-08-19T19:44:08Z 2018-08-19T19:44:08Z Karl Rumelhart http://m.getsatisfaction.com/people/7258468 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10477762/Rumelhart-Jan16_2013_Asquare_medium.jpg karl_rumelhart Thanks for the use case.&nbsp; One perspective I have (but feel free to disagree) is that the user experience of Timeline data in a tabular report is pretty poor.&nbsp; While it is nice to be able to export and share it, getting a big CSV with lots of text in it is painful.&nbsp; One of the motivations for building the Global Timeline is to provide a good consumption experience for Timeline data across Customers.&nbsp; At the moment, the filters on Global Timeline aren't good enough -- can't filter by Company attributes, for example.&nbsp; Suppose we had those filters -- and suppose we could be a filtered global Timeline on a dashboard.&nbsp; Would that be a better way to address this use case?&nbsp; &nbsp;An alternative could be to put effort into making working with text in a tabular report better.&nbsp; Thanks.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /> 0 http://m.getsatisfaction.com/topics/7777018/replies/19741563 http://m.getsatisfaction.com/topics/7777018 19741563 Bryan Zwahlen responded to "Tabular Reports in Journey Orchestrator" 2018-09-06T20:54:04Z 2018-09-06T20:54:04Z Bryan Zwahlen http://m.getsatisfaction.com/people/9757631 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11311621/BryanHSColor_medium.jpg bryan_zwahlen_hcexket611301 Works for our use case. 0 http://m.getsatisfaction.com/topics/7777018/replies/19742657 http://m.getsatisfaction.com/topics/7777018 19742657 Liam Nicholls responded to "Tabular Reports in Journey Orchestrator" 2018-09-07T08:48:34Z 2018-09-07T08:48:34Z Liam Nicholls http://m.getsatisfaction.com/people/8926030 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11003418/photo_medium.jpg liam_nicholls Works for our use too. <br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />In particular I don't mind the CSV report, I've had to build scheduled reports from SFDC in some cases, and would prefer not to have to do that 0