![]() Select the Text can overflow check box to allow the text to overflow out of the element within the slide. All such reports, when added to the Success Snapshot, allow you to filter data for individual relationships. Ensure that the Report's base object (the object on which the report is created) has a mapping (or lookup) to the Relationship ID (GSID). It is not necessary that the Relationship ID fields must be part of the report. For Success Snapshots created on Relationships, the Filter data for individual relationships checkbox is displayed.All such reports, when added to the Success Snapshot, allow you to filter data for individual customers. It is not necessary that the Company ID (GSID) fields must be part of the report. Ensure that the Report's base object (the object on which the report has been created) has a mapping (or lookup) to the Company ID (GSID).Select the Filter data for selected customers checkbox, and then select the Company ID field (GSID), whichever is applicable, from the Fields dropdown list. Selecting this checkbox allows you to filter data for selected individual customers.If the total number of records in the tabular report exceeds 100, and if you have selected the checkbox to overflow the records, the records will be floated to the subsequent slides, until it reaches 100, and for the remaining records, you will see a hyperlink to the excel file of the report which has all the records.If you have inserted a tabular report which has a total number of records less than 100, and selected the checkbox to overflow the records, the records will be floated to the subsequent slide, if the current slide couldn’t accommodate the records.Select the Report can overflow check box, to allow the records to flow onto the subsequent slides.Select the required columns from the Choose columns dropdown list.Select the required report from the Select Report dropdown list.From the EDITOR section, click the Report icon. ![]() ![]() If you don’t want to lose the existing information, insert the empty placeholders, and use them to insert the required elements from Gainsight. Note: The existing information in the selected element will be overridden by the newly selected report, from Gainsight. Select the required element on the slide. ![]() This article explains Admins about how to configure Success Snapshot templates, using Success Snapshots, for CSMs to use in their next Business Review meetings.
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