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jessica_owens
jessica_owens
Helper ⭐️
Feb 2, 2023 7:47 PM UTC
Question

Report of Customer Goals associated with Success Plan for Snapshots

We are creating a success snapshot that includes a report of Customer Goals. We can choose the company and success plan for the snapshot to reference, however, for the report, we can’t seem to only show the goals associated with the success plan selected - it shows all of them.

Is there a way to identify goals associated with a customer’s specific success plan so that only those are included in the snapshot?

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    sami.burk
    sami.burk
    Contributor ⭐️⭐️⭐️⭐️
    Oct 9, 2024 3:48 PM UTC

    I have created a new topic with this same request since we cannot adjust this from ‘Solved’ - 

     

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    revathimenon
    revathimenon
    Gainsight Community Lead
    Oct 10, 2024 9:50 AM UTC

    Hi @sami.burk 

    Thanks for submitting the idea.

    Meanwhile, I’ve unmarked this as solved since the final solution isn’t closed on this,

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      sami.burk
      sami.burk
      Contributor ⭐️⭐️⭐️⭐️
      Mar 6, 2025 4:53 PM UTC

      Hi @sami.burk 

      Thanks for submitting the idea.

      Meanwhile, I’ve unmarked this as solved since the final solution isn’t closed on this,

       

      Is there any traction on this request ​@revathimenon? As our CS team is ramping up their usage of the Customer Goals tool, this is quickly becoming a more concerning issue for our users. 

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