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darkknight
Expert ⭐️
October 12, 2015
New Idea

Add ability to customize date range when producing Success Snapshots

  • October 12, 2015
  • 11 replies
  • 130 views
I have not begun using Success Snapshots yet for various reasons but talking with my Gainsight CSM I understand that if I have formatted a presentation to have specific Reports show up on the slides, the date range will be hardcoded and the CSM would not be able to select an alternative date range.

Sometimes adapting to customer schedules has an impact on the date range of data you plan to share.  There needs to be flexibility in the SS feature for the CSM to select a date range that maps  to their specific need.

    11 replies

    gaurav_kotak
    Expert ⭐️
    October 15, 2015
    This is a great suggestion Jeff. You are right, currently the date range is hardcoded in the template along with other filters. We will look into ways to enable CSMs to enter a date while exporting the snapshot and get back to you. Thanks. 
    darkknight
    Expert ⭐️
    October 20, 2016
    Gaurav - any update on this?
    Jeff Kirkpatrick
    gaurav_kotak
    Expert ⭐️
    October 20, 2016
    Jeff, this has not yet been taken up, due to the various other things reporting team has worked on. For Q1 we are planning to make various improvement to Snapshots around formatting. I will work on a comprehensive spec next week and send to you. thanks
    darkknight
    Expert ⭐️
    December 15, 2016
    Gaurav, I'm not sure I ever received a spec on this from you, though admittedly I'm sure we've both been very busy.  Would love to reconnect on it.
    Jeff Kirkpatrick
    gaurav_kotak
    Expert ⭐️
    December 15, 2016
    Jeff, the main changes around Success Snapshot are
    1) Formatting changes similar to what has been reported here - https://console.getsatisfaction.com/gainsight/conversations/increase-ability-to-format-success-snaps...
    2) Ability to have multiple summary widgets on same PPT slide
    3) Customize dates as you have suggested here. 
    darkknight
    Expert ⭐️
    December 15, 2016
    Awesome thanks Gaurav! Looking forward to it!
    Jeff Kirkpatrick
    samantha_braastad
    Contributor ⭐️⭐️⭐️⭐️⭐️
    August 24, 2017
    Any updates on the custom dates for end users?
    bradley
    Expert ⭐️
    November 18, 2021

    @anirbandutta send help? No updates in 4 years?

    anirbandutta
    Expert ⭐️
    November 18, 2021

    @anirbandutta send help? No updates in 4 years?

    Thanks for bubbling this up Brad, let me see what I can do.

    It's an opportunity for engagement
    anirbandutta
    Expert ⭐️
    November 19, 2021

    @rahul_prayakarao , just bringing this to your attention.

    It's an opportunity for engagement