NULL report type to help show customers who are missing in the data set
CS Reports & Dashboards
So similar to how we have a different report type for Scorecards (Mass Edit), it would be cool to have a report type called All Customers.
In this report, it will show all customers and then an aggregation of data, such as SUM of CASES, or AVG of TIMELINE ACTIVITIES, etc.
I find myself creating MDA tables to do this, and it seems like extra maintenance and administration.
Looking for thoughts from the Gainsight team on feasibility, and looking for customers to weigh in on if this might be helpful.
In this report, it will show all customers and then an aggregation of data, such as SUM of CASES, or AVG of TIMELINE ACTIVITIES, etc.
I find myself creating MDA tables to do this, and it seems like extra maintenance and administration.
Looking for thoughts from the Gainsight team on feasibility, and looking for customers to weigh in on if this might be helpful.
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.
Thanks Dan!!
Thanks
Venky
The only way I can do this currently is to build an MDA table, load all my customers into it, and then load my other source data into it (like Cases, Usage, or Assets). Its the extra steps that are cumbersome.
Reason being that with the Scorecard report, we know what columns of data should be present in the report because the scorecard measures are a known quantity.
But with a similar report on all Customers, it would be impossible to plan for all the various types of data (cases, timeline activities, opportunities, reported bugs, etc) that would be desired in this report, as well as the types of data that would NOT want to be shown (maybe a customer doesn't use timeline yet).
And Bionic reporting would solve for your NULL handling as if you start with a list of all customers and then left join it with the metric you are trying to measure (like support cases), you'd get all customers regardless if they had support cases or not.