Exporting a Business Review Summary as a Presentation

You can export a business review summary as a PowerPoint presentation that uses a CS presentation template you or your administrator have created. The exported file replaces the placeholders in the template with the AI-generated business review content, and retains the text formatting defined in the template.

To export a business review summary as a presentation:

  1. Generate a business review summary on an account page using the Generate Business Review Summary action.
  2. In the Generate Business Review Summary window, click Export as Presentation.

  3. In the Export as Presentation window, find the CS presentation template you want to use:

    • Review the Account column to identify templates restricted to a specific account. Templates without an account are available for all accounts.
    • You can enter at least three characters in the search field to filter the list by name, account, type, or description.
  4. Select a template.
  5. Click Export. The presentation is downloaded as a PPTX file named after the account, the summary type, and the current date and time.

If no suitable template is available, you can create one without leaving the Export as Presentation window by clicking Create CS Presentation Template. For more information, see Setting up CS Presentation Templates.