Reporting on special data
CS Reports & Dashboards
I have a customer that is wanting to build a report on which accounts have NOT been updated in the last 7 days.
Every way we have tried to run the report will not return accurate data. (L2 Confirmed).
In other words: I want to build a report that will list all of the accounts that have not been update in the last 7 days.
Currently this is not an option, I think it would be beneficial for many based on this scenario alone.
Every way we have tried to run the report will not return accurate data. (L2 Confirmed).
In other words: I want to build a report that will list all of the accounts that have not been update in the last 7 days.
Currently this is not an option, I think it would be beneficial for many based on this scenario alone.
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
If the account is updated the last modified date will be changed to updated date,so could you try to build report on last modified date.
Please let me know if I am missing anything
We tried filtering on both activity date and last modified date, it looks like it just returns all the records that were updated/modified before last 7 days regardless if there was any recent activity on these accounts.
Our goal is to track all the accounts where timeline has not been updated in the past 7 days.
Best,
Shagun
What is going on her is that the Activity Timeline table has one record for each Activity. You find the most recent one for each Company and see if it is more than seven days ago.
A few subtleties
So the short answer is that if you aren't worried about 'absence of data' then it will be pretty easy to build this report. To address Customers with zero posts will be a bit more involved.
I hope this helps.