Advanced Reporting grouping

Related products: CS Reports & Dashboards

After talking with a customer today on chat I was going through their use case and found that if we could group multiple data points into one color, category, something to that nature it would be very beneficial.





For instance, in this use case we are wanting to show all risk CTAs created by month, however a lot have similar names but tokens in the names so they show as different. We would like to be able to group those on the fly in reporting.





As a workaround we could make the reason the same but the work to do this would be a few hours to make sure the data is correct.





Another example would be:







  • CTA Risk contact 1

  • CTA Risk contact 2

  • CTA Risk contact 3

  • CTA Risk contact 4

  • CTA Risk Risky
If those are showing in the report results we would like to consolidate:







  • CTA Risk contact 1

  • CTA Risk contact 2

  • CTA Risk contact 3

  • CTA Risk contact 4
to







  • CTA Risk (contacts)
Then the results would show:







  • CTA Risk (contacts)

  • CTA Risk Risky









is it possible to do this in Gainsight as of today?