Hello world,
We're looking to build snapshot templates to run on an individual account basis when we have an executive review. I've built a trending health score report to show how the account has tracked over the recent weeks, but don't know how to have this report filter automatically based on the C360 page I export from.
Is this something that has to be first integrated into the C360 page first in order to work? Any thoughts or suggestions will help!
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Hi Jake,
For more information about how to export success snapshot, please refer to this guide.
In order to export success snapshot automatically for an individual customer, you must select the check box as shown in the below image.
Thanks,
-Sairam
For more information about how to export success snapshot, please refer to this guide.
In order to export success snapshot automatically for an individual customer, you must select the check box as shown in the below image.
Thanks,
-Sairam
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