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Hey all,

We feel a little limited by Success Snapshot’s forced “breakdown by GSID”. 

For internal sharing of success snapshot, we would like to also be able to do the opposite, i.e. success snapshot by group of customers across an attribute or group of attributes:

  • Embed reports with a few attributes
  • Show the report on one slide for all records (we would of course have applied filters beforehand to limit that to a specific segment)
  • Show another report for other attributes on the next slide etc.

And instead of having a breakdown by company, have a breakdown by attribute or group of attributes which would help us generate a snapshot across a segment for example, for an attribute such as Health Score.

We are using JO workarounds to achieve tables with all attributes, that we then paste into PowerPoint when we could generate great reporting slides if we could switch between company or attribute breakdown.

Thanks,

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