C360 / R360 Export functionality request

  • 2
  • Idea
  • Updated 1 week ago
We recently received a request that it seems we won't be able tp fulfill with current functionality so I wanted to share it with the group in case someone has a solution or to be considered for the future.

We would like to be able to export to PDF certain sections of the C360/R360 and send it via email in an automated way. The nice views presented in C360 / R360 are not maintained either via current export functionality or even with printing of page.

Example of Customer 360 Export:



Example of Summary view print (notice Health Score missing and not looking very nice in general):



Issues encountered:
- When printing, colors (more specifically the ones associated to scorecards) do not print out
- Success snapshots does not provide scorecard view, success plans does not support custom fields (which we have several) and summary view doesn't present any of the info we have in the summary view. 
- No way to automatically generate any export on a determined schedule (considering we would need to produce this for 60 accounts).

If we need to provide a PDF with Summary, Scorecard and Success Plans (called Quick Facts in screenshots), what is our best option? Any way to automatically generate this in bulk?

Thanks!
Photo of Marcelo

Marcelo, Champion

  • 2,688 Points 2k badge 2x thumb

Posted 4 weeks ago

  • 2
Photo of Sai Ram Pulluri

Sai Ram Pulluri, Official Rep

  • 9,456 Points 5k badge 2x thumb
Hi Marcelo, Could you please use share 360 feature,which will be helpful for you.
Please let us know if you are not able to achieve your use-case with this. 

Thanks for posting. 
Photo of Marcelo

Marcelo, Champion

  • 2,688 Points 2k badge 2x thumb
Sai, We understand that the share feature would be ideal as they will get access to the system as is, but in some cases people just want a report and as mentioned above, that doesn't seem to work correctly.