How to Export Ads Dashboards as PPT Files

Updated 

While performing a PowerPoint export of your dashboard or widgets in Ads Reporting, you will receive the exported file in our default PPT format. However, you can customize the PPT slides to meet your brand requirements such as logo, font color, etc. PPT Templates allow you to upload the customized version of the PowerPoint template that can be used as the default template for your PPT exports.

The use of this feature requires that Sprinklr Marketing (Ads) be enabled in your environment.

Note

  • The PPT template must have at least 3 slides, with the first and last slides being customized to your brand's format requirements.

  • All the exports of your widgets will be displayed from the second slide onward.

To Customize and Upload PPT Templates

  1. Click the New Tab icon Space Add New Tab Icon. Under the Sprinklr Marketing - Advertising tab, click Ads Reporting within Analyze.

  2. On the Ads Reporting Home, click the Options icon Hyperspace_Horizontal_Options.png in the top-right corner and select PPT Template.
    Select PPT Template from Ads Reporting Home

3. If you are on a Reporting Dashboard, click the Options icon Hyperspace_Horizontal_Options.png in the top-right corner and scroll down to Settings. Hover over Settings and select PPT Template.


Select PPT Template from Ads Reporting Dashboard Settings

4. In the top-right corner of the PPT Template window, click Upload Template.

5. On the Upload PPT Template pop-up window, provide the necessary details.


Upload customized PPT Template from your system

6. Click Choose file to upload and select the customized PPT template from your system.

7. Once uploaded, click Save in the bottom-right corner.

To Manage PPT Templates

  1. Click the New Tab icon Space Add New Tab Icon. Under the Sprinklr Marketing - Advertising tab, click Ads Reporting within Analyze.

  2. On the Ads Reporting Home, click the Options icon  in the top-right corner and select PPT Template.

  3. Hover over the Options icon Space_Mobile_Options.pngalongside the desired PPT Template and select from the following:

    • Set as Default - This will set the template as the default template for your PPT exports.

    • Delete - This will permanently delete the PPT template.


Tip 

You can download your PPT template from the Download Template column and make necessary changes to the template when required.


Manage your PPT Templates

Upload Template — Field Descriptions

Term
Description
Download Sample PPT Template

Click to download a custom sample PPT template. You can use this to customize slides as per your brand requirements.

Template Name

Enter a name for your template.

Select Font Color

Select the font color from the color picker. You can also provide the Hex code or RGBA value.

Template Description

Enter a brief description of the template.

Use as Default Template

Check this box to make this template the default PPT export template.

Share with Everyone

Check this box to make this template accessible to all.