Implemented

Reports to be enabled with lookup fields from SFDC objects.

  • 22 March 2021
  • 5 replies
  • 39 views

Userlevel 4

Hello Team, 

 

When creating a Report in Gainsight NXT sourcing the data from Salesforce Object, there is only one Lookup option which is “Account”. It would be better if the look up is enabled to all the prominent SFDC Objects. It will simplify the data sourcing from Salesforce. 


5 replies

Userlevel 5
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+100. 

Not sure whether there is a similar idea available and Gainsight already started working  but then this feature is much needed one. Many views under R360 or C360, we commonly used SFDC sources reports when sailed in SFDC edition but after NXT migration, we end up creating more MDA’s. Reporting solution not providing lookup to cross object data other than Account fields causing more admin work/maintenance/support aspects. 

 

Userlevel 7

Hi All,

We are expanding SFDC lookups in the new horizon reporting. This should close any gap you face because of NXT and even more.

Userlevel 5
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Hi @rakesh  I am seeing all those related field info from corresponding lookup object while building reports from Horizon. That concludes our ask. When is production expected horizon migration?

Userlevel 4

Hello Everyone,

Happy to announce that your request has been considered and implemented in the Horizon Analytics in both SFDC (Link) & NXT (Link) versions. Horizon Analytics has new capabilities such as responsive charts and dashboards, flexible dashboards with more widgets (Image, Web Page, Rich Text), etc. 

Following are the major advantages of Horizon Analytics:

  • New and improved User Interface based on the Gainsight Horizon Design System.

  • Easy access to a list of Reports and Dashboards.

  • Easy to share your Report and Dashboard through PPT or Link.

  • Ability to retrieve the deleted Reports or Dashboards from the Trash folder.

  • Easy to enable/disable the Report data downloads (including external links)

  • Easy to enable/disable the lazy loading of Report Widgets.

  • Easy to select the Color Palette, either Gainsight Defaults or Custom Colors.

  • Simplified drag and drop capability for adding fields to the Report.

Thanks for posting!

Userlevel 5
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Hi @naga_gonaboyina, Found good in Horizon analytics enabled NXT tenants. Lookup fields object data pull over functionality exist. Great effort and thanks for having it implemented .

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