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lila_meyer
lila_meyer
Gainsight Employee ⭐️⭐️⭐️
March 14, 2016
Solved

Export Power Lists

  • March 14, 2016
  • 2 replies
  • 17 views
I noticed that someone recently searched our support site for "download power lists" and "export power lists." While we don't have an explicit export option in CoPilot > Power Lists or Outreaches, I wondered if anyone has figured out a workaround, using Reports 2.0, or by somehow grabbing the list data from the pop-up windows in CoPilot?

I also noticed that 9 months ago, a customer suggested this enhancement:
https://community.gainsight.com/gainsight/topics/export-lists-of-contacts-in-power-lists
      Best answer by smorrisgainsightcom
      If you refresh the power list in Copilot, you get a csv sent to you with all contacts who meet the criteria.  This is what I've done for my customers when they asked for an exported list.

      2 replies

      smorrisgainsightcom
      smorrisgainsightcomAnswer
      Helper ⭐️⭐️⭐️
      March 14, 2016
      If you refresh the power list in Copilot, you get a csv sent to you with all contacts who meet the criteria.  This is what I've done for my customers when they asked for an exported list.
        lila_meyer
        lila_meyerAuthor
        Gainsight Employee ⭐️⭐️⭐️
        March 14, 2016
        Awesome, Scott! I knew I was forgetting something. I'll share this workaround on support and on the older customer post.
        Lila Krutel, Dir. Global Education Services
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