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trevor_shand
trevor_shand
Helper ⭐️
January 19, 2017

On C360, export summary in format other than PDF

  • January 19, 2017
  • 2 replies
  • 38 views
At the top right of the C360, there is an export option "Customer 360." Right now the only option is for this report in PDF. It would be nice if we could choose something other than a PDF so we could edit it after export. 

      2 replies

      manu_mittal
      Gainsight Employee ⭐️
      manu_mittal
      Gainsight Employee ⭐️
      January 19, 2017
      It is possible to export as a PPT, too, but that would require you to build a Success Snapshot separately.
        trevor_shand
        trevor_shandAuthor
        Helper ⭐️
        January 25, 2017
        We did build a snapshot, Kendra helped us, but it does not look the same at all. Do you have directions on how to do this? We get the scorecard as numbers rather than the nicer circles.
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