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Gainsight Inc.

Report and Dashboards Exports

This article explains about how to export a report in different formats, the export options and the limitations on export options in Reporting.

Export a Report as Image

To export a report as an image, click the gear (setting) icon in the Report Builder or Gainsight Home page layout and click "Export as Image" as shown below.

1. Export_as_Image.png

Notes:

  • Export as image will be available only when graphical visualization is enabled.
  • Processing of Export as image works in MDA and hence connectivity to MDA has to be established to use the export functionality. To export your graphical report as image, please ensure that you enable the Exporting services option in Administration > Operations > MDA Services > Matrix Data Architecture Settings > Exporting services. (Same as previous)
  • When you export a report as an image, the title of the report is embedded in the exported image. The title is placed at the top, is boldfaced, and center aligned as shown below.

2. Exported_Image.pngExport a Report as Excel

To export a report as Excel, click the gear (setting) icon in the Report Builder or Gainsight Home page layout and click "Export as Excel" as shown above.

3. Export_as_Excel.png

Notes:

  • Export as Excel will be available only when tabular visualization is enabled.
  • For the Reports built on SFDC objects: You can export the report to excel based on the Tenant configured report read limit. If the report size exceeds the tenant configured limit, you will see Export as CSV option. For more information on CSV exports, refer Export as CSV.
  • For the Reports built on MDA objects: You can export the report to excel based on the Tenant configured report read limit, can vary between 1000 and 5000 (max.)
  • Processing of Export as Excel works in MDA and hence connectivity to MDA has to be established to use the export functionality. To export your tabular data as excel, ensure that you enable 'Exporting services' option in Administration > Operations > MDA Services > Matrix Data Architecture Settings > Exporting services.
  • HTML tags (div, p, br, and so on) are supported in new line formatting when you export a report to Excel.
  • While exporting a report to an Excel file, the filters applied to the reports are also exported.

4. Export_Filters.png

  • Export of filters is supported only for Report Builder and Dashboards.
  • Filters are not exported when you export a report from the Report drill-down.

Export a Report as CSV

To export a report as CSV, click the gear (setting) icon in the Report Builder or Gainsight Home page layout and click "Export as CSV" as shown above.

5. CSV_Export.png

Notes:

  • Export as CSV will be available only when tabular visualization is enabled.
  • You will see the "Export as CSV" option only when the records are greater than the tenant configured read limit.
  • HTML tags (div, p, br, and so on) are supported in new line formatting when you export a report to CSV.

Limitations

  • Export to CSV option in a report exports up to 100K  records only.
  • Email servers typically have an attachment file size limit (Gmail 25 MB, Outlook 20 MB) because of which the capabilities of Export to CSV is also limited.
  • Gainsight recommends to use Export to S3 from Bionic Rules, if the records in your report exceeds 100K records.  
  • Row grouping is not supported in CSV exports.  

Email/Export Dashboard to Gainsight users

You can email dashboards to Gainsight users in your organization as a powerpoint presentation (PPT) using the EXPORT option available on the Gainsight Home page.

6. Email.png

Notes:

  • If the current user has configured report visualization types or local filters, they are respected in the PPT version of the dashboard. Global filters are also respected.
  • If the dashboard contains tabular reports, approximately 10 rows of data will display per slide for that report.
  • You can also export a report created from a Data Space to PowerPoint.

To email a Gainsight Dashboard:

  1. Click EXPORT. The Email Dashboard as powerpoint window appears.
  2. Enter the email of the internal Gainsight recipient, subject of the email, and an optional message for the recipient.
  3. Click SEND NOW. The email is sent to the email ID's specified.
  4. (Optional) Click SEND TEST EMAIL. The Gainsight Dashboard is sent to the logged-in user for verification.

7. logged.png

Once the export is completed, as a logged-in user, you will receive an email with the PowerPoint attached. You can open the exported dashboard in Microsoft PowerPoint or Google Slides, however Apple Keynote files are currently not supported.

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