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andrew_cummins
Helper ⭐️
October 20, 2016
New Idea

Increase ability to format Success Snapshots

  • October 20, 2016
  • 23 replies
  • 347 views
Would be nice to be able to do the following while creating a Success Snapshot for export: 
  • change the font size
  • Align in the center, right, left
  • change font color
  • add hyperlinks to text
  • ability to add text over pictures
  • create tables in a text box and allow "tags" (not a table from a report)
  • text box bullets line up properly and not all funky where if that bullet point moves to a second line it does not line up with the bullet point it is attached to.
  • Allow for sub-bullets and sub-numbers
  • Get rid of funky spaces that show up at the top of a text box 

    23 replies

    gaurav_kotak
    Expert ⭐️
    October 20, 2016
    Andrew. Thanks for this feedback. We are planning to make improvements to Snapshots formatting next quarter. This is very helpful. Let me work on a detailed spec and I will run by you. Thanks.
    andrew_cummins
    Helper ⭐️
    October 20, 2016
    Sounds great thanks!
    danella_stephany
    Contributor ⭐️⭐️⭐️
    October 24, 2016
    These updates would certainly help our adoption with Success Snapshots. As it stands, we are using a PowerPoint template for our QBR, generating the report snapshot using Success Snapshots and then copying these slides into our PowerPoint template. If the formating options were enhanced in Success Snapshots, we could skip the step of copying/pasting slides. 
    kristin_f3c469
    Contributor ⭐️⭐️⭐️⭐️⭐️
    October 27, 2016
    We are also quite interested in enhancing the Success Snapshot, primarily as a means to export the C360. The items that are top of our list are:
    • export Scorecard as it is seen on C360; provide same view options as on C360
    • formatting of token data - dates, currency etc.
    • options for reports - additional filters beyond what is in the report, specifically dates
    • sizing of graphs - visually looks better on C360. Compressed in the export
    Thanks!
    blynn_buckley
    Contributor ⭐️⭐️⭐️
    December 9, 2016
    Charts currently export as picture (.jpg?) - it would be great if, at minimum, we could choose to add the value labels to the .jpg. Better yet, exporting as a ppt chart so it's fully customizable would be incredibly helpful.
    scott_sappenfield
    Contributor ⭐️
    December 10, 2016
    Agreed. This would be exceedingly useful.
    darkknight
    Expert ⭐️
    December 15, 2016
    We have not adopted use of Success Snapshots yet because it's very limited.   Previous request around customizing a date range (https://community.gainsight.com/gainsight/topics/add-ability-to-customize-date-range-when-producing-...)  also if you have related list sections which report(s) will get exported with the snapshot?  All of them?  Can you select?
    Jeff Kirkpatrick
    andrew_cummins
    Helper ⭐️
    December 15, 2016
    Not sure I understand your question. Success Snapshots can be customized you don't have to use the default export for the c360. We are customizing our Success Snapshots for quarterly reviews, monthly, etc. 
    gaurav_kotak
    Expert ⭐️
    December 15, 2016
    Hi Jeff, For Success Snapshots you can select which reports you'd like to include. Date range selection (overriding what is in the report) is an open item. Of course, it can be somewhat dynamic such as Last 30 days or Last Quarter, but I understand you want the end user to customize the date. 
    darkknight
    Expert ⭐️
    December 15, 2016
    Thanks Gaurav!
    Jeff Kirkpatrick