"Bionic Reports"........Is Something Like This On The Roadmap?
CS Reports & Dashboards
Is there anything on the roadmap that will allow us to join different objects for reporting without writing rules to merge data in MDA tables? (which is a heavy process for a simple report).
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Thanks
Venky
By "Bionic reports" do you mean dynamically fetching data from various objects using bionic rules infra and being able to report on top of the resultant dataset ? Thats definitely on the roadmap. I will announce the ETA as we get clarity on it.
Thanks
Venky
This feature is NOT implemented yet. Its on our roadmap. The "implemented" status of the idea is a mistake. Sorry for the inconvenience. I worked with our community manager and got it changed.
Thanks
Venky
We have a field that is automatically updated when a contract closes "Contract Expiration Date", which is normally 3 years after the close date of the opportunity. Occasionally, the sales team will create opportunities for early renewal, which have a close date before (sometimes up to a year before) the existing Contract Expiration Date. I want to show a report off all opportunities where the opp close date is less than the contract expiration date.
I want to show a report that lists the open opportunities where the Close Date is less than (before) the Account's Contract Expiration Date. I can calculate the difference in the two dates and use that as a criteria for the report... but this shows only the difference in positive integers and so also shows where the Close Date is after the Account's Contract Expiration Date, which I'm not interested in for this report.
Our use case is as follows:
I’m reluctant to syncing opportunity data from SFDC to Gainsight just to achieve this.
Please keep us posted with an ETA.
Sorry for the disjointed updates here guys, Venky’s not with Gainsight anymore. Looping in@Azad for any updates on this thread you can share?
Hi@alizee
For these usecases, Data Designer is the ideal solution. Data Designer (FKA Bionic Reporting) allows you to dynamically build reports based on SFDC data and MDA data (Company ,etc.) after preparing the datasets.
Hi@alizee
For these usecases, Data Designer is the ideal solution. Data Designer (FKA Bionic Reporting) allows you to dynamically build reports based on SFDC data and MDA data (Company ,etc.) after preparing the datasets.
Hi@rakesh , thank you for pointing my attention to this! I wasn’t aware of the feature and its capabilities, but it looks to do what I want/need to do!
Thank you!