Ability to report on multiple related objects
CS Reports & Dashboards
I need to be able to report on related objects in Gainsight as you are able to in Salesforce with custom report types. For example, I would like to report on Accounts with Opportunities and Contracts but cannot figure it out. Is this possible? I have reports in SFDC, but I would like to have show this on the C360.
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I understand the product is working on this as we speak. I am kicking this over into an idea so product has visibility into and hopefully can provide an update.
The idea is to let you define flattened out spaces by (1) picking fields from multiple joined Salesforce objects (up to 5 levels); and (2) filtering out all the unwanted data/records you don't wish to expose. These can then be used for reporting, building rules, etc.
There will be a few Data Spaces available OOTB, but you can always create more to address your specific requirements.
Thanks,
Manu