Dashboard Email as an Excel Report instead of PPT, to modify easily.
PSMs want to modify the reports they send to Partners, so that the partner will only see appropriate customers.
L priority for Cisco
Also requested by other customers in Community
https://community.gainsight.com/gainsight/topics/is-there-the-ability-to-email-a-dashboard-in-excel
Recommend using Dashboard Sharing. Dashboard can be shared via link (with OTP, expiration and access revocation controls) and tabular reports can be exported to Excel from Shared Dashboard. This approach mitigates issues that could arise with attachment limits and Cisco Infosec requirements when emailing excel reports directly.
Also requested by other customers in Community
https://community.gainsight.com/gainsight/topics/is-there-the-ability-to-email-a-dashboard-in-excel
Recommend using Dashboard Sharing. Dashboard can be shared via link (with OTP, expiration and access revocation controls) and tabular reports can be exported to Excel from Shared Dashboard. This approach mitigates issues that could arise with attachment limits and Cisco Infosec requirements when emailing excel reports directly.
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