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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

    rahul_prayakarao
    Helper ⭐️⭐️
    November 22, 2021

    Hello to everyone on this thread. I am the product manager for Success Snapshots. I have some follow up questions before solving this problem for everyone

    • The expectation is for the CSM to decide the date range while exporting a particular Success Snapshot. Yes or No?
      • If yes, should an Admin decide which Snapshot templates should have a date range filter?
    • Is my assumption that all the reports in the Snapshot template to have a single date range filter correct?