Table Styles in Success Snapshot
Gainsight NXT - Articles Impacted due to July, 2023 Release
IMPORTANT UPDATE: Our documentation is being updated to match the new July 2023 release (v6.37) navigation changes. Technical Communication team is working diligently to align everything as soon as possible. Thanks for your support.
For more information about the latest UI changes, 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 available in the Additional Resources section.
Create Table Style
To create a table style:
- Click the Table Style option. The Table Style window is displayed.
- Click Create New.
- In the Table Customization section, customize the following table properties.
- Click Create.
Name Table Style
Enter a name for the table style for easy identification.
Format Table Title
Customize the font color, text background color, font type, and font size of the table title.
Format Table Header
Customize the font color, background color, font type, and font size of the table header.
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.
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.
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.
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.
Edit Table Style
To edit a table style:
- Click the Table Style option. The Table Style window is displayed.
- Click the three-vertical dots menu for the table style you want to edit.
- Click Edit. In the Table Customization section, modify the table properties.
- Click Save.
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:
- Select the table in the selected slide.
- From the Editor section, click the Customize Table Style option.
- 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:
- Click the Table Style option. The Table Style window appears.
- Click the three-vertical dots menu.
- 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.