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Gainsight Inc.

Table Styles in Success Snapshot

Gainsight NXT

This article supports Gainsight NXT, the next evolution of the Customer Success platform. If you are using Gainsight CS Salesforce Edition, you can find supporting documentation by visiting the home page, and selecting CS > Salesforce Edition.

Not sure what your team is using? Click here.

 

This article explains how admins can create, customize, and apply table styles to Tabular Reports in the Success Snapshot template.

Overview

Admins configure Success Snapshot templates for CSMs to use for their business review meetings. Admins import a parent template and configure the slides by adding text, images, tokens, and reports. While configuring the templates, admins can create, customize, and apply table styles to Tabular Reports. 

Key Benefits: 

  • This feature helps an admin to maintain formatting consistency in the exported Success Snapshots. 
  • Admin can preview the table style and determine how the table appears when CSMs export a Success Snapshot presentation.

For more information on how to configure a Success Snapshot template, refer to the Configure Success Snapshot Template article.

Create Table Style

To create a table style:

  1. Click the Table Style option. The Table Style window is displayed.
  2. Click Create New.

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  1. In the Table Customization section, customize the following table properties.
  1. Click Create.

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Name Table Style

Enter a name for the table style for easy identification.

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Format Table Title

Customize the font color, text background color, font type, and font size of the table title.

Table title.jpeg

Format Table Header

Customize the font color, background color, font type, and font size of the table header.

Table header.jpeg

Format Table Body

Customize the font color, font type, and font size for body text in the table.

Notes: Select the checkbox to choose a color either for columns or rows.

  • To apply custom color for alternate rows, select the Alternate color for rows checkbox and then choose the required color from the color picker panel.
  • To apply custom colors for alternate columns, select the Alternate color for columns checkbox and then choose the required color from the color picker panel.

Table body.jpeg

Format Table Outlines

Admins can configure a custom color for table rows and/or columns. Select the Row Outlines and/or Column Outlines checkbox and choose an outline color as required for table rows and/or columns respectively.

Table Outlines.jpeg

Preview Table Styles

While selecting the customizations in the Table Customization section, admins can simultaneously preview the table style and see how the table appears when CSMs export a Success Snapshot presentation.

Table preview.jpeg

Apply Table Style as a Theme

Click the Table Style option and select the style you want to apply as a theme for the Success Snapshot template.

Note: From the edit table style window, turn on the Apply this style to all Tabular Reports in this Snapshot toggle. This applies the table style as a theme for the Success Snapshot template.

Toggle Switch.jpeg

Edit Table Style

To edit a table style: 

  1. Click the Table Style option. The Table Style window is displayed.
  2. Click the three-vertical dots menu for the table style you want to edit.
  3. Click Edit. In the Table Customization section, modify the table properties. 
  4. Click Save.

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Customize Table Style for a Selected Table

Admins can override the table style for the selected Tabular Report from the Editor section. 

Note: The slide honors the table style selected in this section over the table style selected as a theme for the Success Snapshot template. 

To override the style: 

  1. Select the table in the selected slide.
  2. From the Editor section, click the Customize Table Style option.
  3. Select a table style for the selected Tabular Report. The table style is applied to the selected Tabular Report.

Delete Table Style

To delete a table style: 

  1. Click the Table Style option. The Table Style window appears.
  2. Click the three-vertical dots menu.
  3. Click Delete

Note: 

  • You cannot delete a table style from the Editor section.
  • You cannot delete a table style that is associated with a Success Snapshot template.

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