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C360 / R360 Export functionality request

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marcelo
We recently received a request that it seems we won't be able tp fulfill with current functionality so I wanted to share it with the group in case someone has a solution or to be considered for the future.



We would like to be able to export to PDF certain sections of the C360/R360 and send it via email in an automated way. The nice views presented in C360 / R360 are not maintained either via current export functionality or even with printing of page.



Example of Customer 360 Export:







Example of Summary view print (notice Health Score missing and not looking very nice in general):





Issues encountered:

- When printing, colors (more specifically the ones associated to scorecards) do not print out

- Success snapshots does not provide scorecard view, success plans does not support custom fields (which we have several) and summary view doesn't present any of the info we have in the summary view. 

- No way to automatically generate any export on a determined schedule (considering we would need to produce this for 60 accounts).



If we need to provide a PDF with Summary, Scorecard and Success Plans (called Quick Facts in screenshots), what is our best option? Any way to automatically generate this in bulk?



Thanks!

    4 replies

    sai_ram
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    • sai_ram
    • Expert ⭐️⭐️
    • 3727 replies
    • June 15, 2018
    Hi Marcelo, Could you please use share 360 feature,which will be helpful for you.

    Please let us know if you are not able to achieve your use-case with this. 



    Thanks for posting. 
    marcelo
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    • marcelo
    • Author
    • Helper ⭐️
    • 133 replies
    • June 15, 2018
    Sai, We understand that the share feature would be ideal as they will get access to the system as is, but in some cases people just want a report and as mentioned above, that doesn't seem to work correctly. 
    samantha_braastad
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    • samantha_braastad
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • 229 replies
    • August 1, 2018
    This would be helpful for us as well. When using the 'Share 360' feature, the data could change by the time the customer looks at it. We would leverage the PDF version to ensure that we are aligned on the data that is visible and can include bullet points of key callouts in our emails to customers. We would even like to see this added to Journey Orchestrator so that we can send a monthly or quarterly scorecard to the long tail of our customers showing their performance as a point in time.
    sierra_evans
    1 person likes this
    • sierra_evans
      sierra_evans
    sierra_evans
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    • sierra_evans
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • 70 replies
    • March 8, 2019
    I would also like to see a more robust C360 export. Our bigest use cases are around creating a quick snapshot of the customer for executives. This would come in handy during escalations, or prior to an executive engagement with the client. Our teams would also use this tool for sharing cross-functionally with teams in advance of a call or visit to a customer.


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