Auctor purus, aliquet risus tincidunt erat nulla sed quam blandit mattis id gravida elementum, amet id libero nibh urna nisi sit sed. Velit enim at purus arcu sed ac. Viverra maecenas id netus euismod phasellus et tempus rutrum tellus nisi, amet porttitor facilisis aenean faucibus eu nec pellentesque id. Volutpat, pellentesque cursus sit at ut a imperdiet duis turpis duis ultrices gravida at aenean amet mattis sed aliquam augue nisl cras suscipit.
At elit elementum consectetur interdum venenatis et id vestibulum id imperdiet elit urna sed vulputate bibendum aliquam. Tristique lectus tellus amet, mauris lorem venenatis vulputate morbi condimentum felis et lobortis urna amet odio leo tincidunt semper sed bibendum metus, malesuada scelerisque laoreet risus duis.
Ullamcorper pellentesque a ultrices maecenas fermentum neque eget. Habitant cum esat ornare sed. Tristique semper est diam mattis elit. Viverra adipiscing vulputate nibh neque at. Adipiscing tempus id sed arcu accumsan ullamcorper dignissim pulvinar ullamcorper urna, habitasse. Lectus scelerisque euismod risus tristique nullam elementum diam libero sit sed diam rhoncus, accumsan proin amet eu nunc vel turpis eu orci sit fames.
“Sit enim porttitor vehicula consequat urna, eleifend tincidunt vulputate turpis, dignissim pulvinar ullamcorper”
Nisi in sem ipsum fermentum massa quisque cursus risus sociis sit massa suspendisse. Neque vulputate sed purus, dui sit diam praesent ullamcorper at in non dignissim iaculis velit nibh eu vitae. Bibendum euismod ipsum euismod urna vestibulum ut ligula. In faucibus egestas dui integer tempor feugiat lorem venenatis sollicitudin quis ultrices cras feugiat iaculis eget.
Id ac imperdiet est eget justo viverra nunc faucibus tempus tempus porttitor commodo sodales sed tellus eu donec enim. Lectus eu viverra ullamcorper ultricies et lacinia nisl ut at aliquet lacus blandit dui arcu at in id amet orci egestas commodo sagittis in. Vel risus magna nibh elementum pellentesque feugiat netus sit donec tellus nunc gravida feugiat nullam dignissim rutrum lacus felis morbi nisi interdum tincidunt. Vestibulum pellentesque cursus magna pulvinar est at quis nisi nam et sed in hac quis vulputate vitae in et sit. Interdum etiam nulla lorem lorem feugiat cursus etiam massa facilisi ut.
Introducing ClientSuccess Data Exports
We're proud to introduce Data Exports, a powerful tool that enables ClientSuccess Admins, Executives and Managers to generate on-demand exports from pre-defined export templates under Global Settings > Data Exports.
Benefits to You
While exporting data from the Clients Screen has been available and provided great value and visibility around high-level information, many of our customers have asked for the ability to self-export other key data sets.
For those unable to take advantage of our Open API, Data Exports will be a great way to access more detailed data around several client-related areas.
What Export Templates Are Currently Available?
The introduction of Data Exports includes eight standard, predefined export templates, listed below:
Note: We’ll likely add to the standard export templates as we continue to get a feel for the type of data most customers are looking to export. Please feel free to channel feedback through your Assigned CSM or support@clientsuccess.com.
Getting Started
Data Exports is only available for ClientSuccess Admins, Executives and Managers
To generate your own on-demand exports, ClientSuccess Admins, Executives and Managers will want to go to Global Settings > Data Exports and click "Create Export".
You will then be prompted to name the export, leave a description (optional but strongly recommended), choose an export template, and select your visibility preferences (either just for you or for your company ie other Admins). You'll then want to click "Generate Export".
Note: Please be aware some exports may take a few minutes to process once "Generate Export" has been clicked, simply due to the size of the data being exported.
Once Generated, Here Are a Few Things to Know
Other Recent Releases
In case you've missed it, here are some other recent releases now available:
