Allow external users to export data from dashboard/c360 sharing
None
Currently an external user is not able to export data from a shared dashboard/c360. It is necessary for our external users (partners) to be able to access this data and export it themselves without having to ask us to do it.
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
We already have this capability since the last release.
If you go to Section Configuration -> Sharing Settings, you can see the option of enable export. If that option is enabled , you can share the links and the end user should be able to export the reports as CSV.
We have similar option in dashboards as well -
In the shared link, you should be able to view the Export option as shown below -
Let us know if you are facing any issue.
Thanks
Abhishek S
We just checked it and confirmed that it works for both internal and external users. Please raise a zendesk ticket for this if you are facing this issue since this feature should work for both internal and external users.
Thanks
Abhishek S
We tried the same as you mentioned. Enabled the "Export" checkbox. This feature is working fine for us. Looks like there is some specific scenario when you are facing this issue. Please raise a Zendesk ticket, Our support team ll follow up with you and ll provide the fix for same.
Thanks,
Ankita
We will check and update you.
Thanks,
Ankita