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Sergei Barsukov (SergeyBelVeb)
OJSC BANK BELVEB
Finance, Sales, PEGA user
OJSC BANK BELVEB
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SergeyBelVeb Member since 2020 2 posts
OJSC BANK BELVEB
Posted: August 31, 2020
Last activity: September 1, 2020

"Show Customers" report in Segments

Pega Marketing 7.3.1., Segments, "Show customers" button

Is there any possibillity to customize this report? I wanna see only checked collumns (properties).

How to download this report in .xlsx? I know how to convert .csv to .xlsx, but what about one-click save-button in .xlsx format? When u click "Export" there is no file format choise, .csv is by default.

the same problem with upload (List uploads in Segment) Why only .csv? Now i work with another CRM-system and i can choose any format that i want...

 

***Edited by Moderator Marissa to update Platform Capability tags****

Pega Marketing for Financial Services User Experience Reporting Financial Services Marketing Consultant