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Gainsight Inc.

Programs: Sharing Reports

You can share reports, both inline and as CSV attachments, using program email steps. This article will explain how to use each method of sharing reports through programs as well as use cases for each.

Inline Reports

Admins can display tabular and non-tabular reports from the Report Builder in emails sent through Programs.

This option is designed to share simple reports with a low volume of data. Example use cases include sharing usage reports with users, or internally sharing upcoming renewals and new account assignments. To avoid display issues, tabular reports with only 5 columns and 20 rows maximum can be shared using this method. To share more complex reports with a higher volume of data, refer to the section Attaching Reports as CSV Files.

To display inline reports, admins must select email templates configured to contain a report placeholder within the body of the email. To add this placeholder, navigate to Journey Orchestrator > Email Templates and click to create a new template or edit an existing one. Click the Insert Report button to add a placeholder.

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For more information on configuring email templates to display inline reports, refer to Create Journey Orchestrator Email Templates.

After an email template is selected, a report placeholder can be viewed within the body of the email in the email step configuration page. Click the drop-down field to select a report to display.

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The reports available for selection are divided by their source objects. After the report is selected, it will be displayed in the selection window. Click SAVE to finish attaching the inline report.

For tabular reports larger than 5 columns or 20 rows, the following message will display above the inline report:

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Reports exceeding this limit will still be added to the body of the email, but the email will only display the first 5 columns and 20 rows.

Attaching Reports as CSV Files

Admins can attach tabular reports from the Report Builder as CSV files to emails sent through Programs. 

Note: Non-tabular reports can also be shared using this method, but they will be converted to a tabular view when attached.

This feature is designed to share more complex reports, or those with a larger quantity of data than can not be displayed successfully in the body of an email. Use the CSV option for any tabular report that requires more than 5 columns or 20 rows. Simpler tabular reports with fewer than 5 columns or 20 rows can still be attached as CSV files, but they also have the option to be sent Inline. For more information on sending inline reports through Programs, refer to Inline Reports.

To attach CSV files, admins must select email templates configured to attach reports. To add a report attachment placeholder, navigate to Journey Orchestrator > Email Templates and click to create a new template or edit an existing one. Click the Attachments button and select Attach Reports to add the placeholder.  

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For more information on configuring email templates to attach reports, refer to Create Journey Orchestrator Email Templates.

After an email template is selected, in the Program model, the attachment configuration can be viewed at the bottom of the email step configuration page.

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Click the gear icon to open the report selection page.

 

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The reports available for selection are divided by their source objects. After the report is selected, it will be displayed within the selection window. Click SAVE to finish attaching the report.

Notes:

  • Program emails can deliver multiple attachments with a total file size under 2MB. This file size limitation includes both inline and attached reports. If the attachments sent exceed 2MB, then the participant will be dropped with the failure reason, “Tabular Report CSV failed for <Report Name> for participant since it exceeds 2MP limit.”

  • This feature is not available for the Outreach feature under Journey Orchestrator.

 

 

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