Not Planned

Dashboard Email as an Excel Report instead of PPT, to modify easily.

  • 2 May 2018
  • 1 reply
  • 28 views

Userlevel 3
  • Gainsight Employee: Veteran Rookie
  • 83 replies
PSMs want to modify the reports they send to Partners, so that the partner will only see appropriate customers.

1 reply

Userlevel 3
L priority for Cisco

Also requested by other customers in Community

https://community.gainsight.com/gainsight/topics/is-there-the-ability-to-email-a-dashboard-in-excel

Recommend using Dashboard Sharing. Dashboard can be shared via link (with OTP, expiration and access revocation controls) and tabular reports can be exported to Excel from Shared Dashboard. This approach mitigates issues that could arise with attachment limits and Cisco Infosec requirements when emailing excel reports directly.

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