Timeline report by Date
CS Reports & Dashboards
When you report on timeline by date there is no way to group the date by month/quarter etc. Our team uses timeline to log everything, which is great, but there is no way for us to analyze the average time spent on certain activities by month. We would really love this feature.
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.
Our use case is they might enter the Timeline Post in today, but the meeting with the customer actually took place last week. They'd like it to show up as LAST WEEK when the meeting actually took place.
And the grouping is a great idea!
Thanks
Venky
For your use-case, you can change the 'Activity Date' to the date when the meeting actually happened. In Timeline, we consider createdDate as the date when CSM logs the activity (this is automatically captured) and Activity Date as the date when the activity actually happened (CSM can change this date in the form).
You can then report on Activity Date and should get the desired results.
Please let me know if you have any other questions.
Thanks,
Nitisha
The enhancement to summarize the date field in activity timeline object was shipped in one of our recent releases. Can you confirm if it works for you?