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CTA: Report on CTAs Created Manually by CSMs

  • 21 November 2018
  • 3 replies
  • 79 views
phil_hart
We're looking at reporting on Gainsight adoption by individual CSMs on the team in addition to the weekly Usage/Habit reports from Gainsight.



In addition to CTAs closed, it would be good to report on CTAs created manually by CSMs instead of using to-do lists etc or solely working from the automated CTAs but I can't find a "Created by" field on the CTA object in the report builder.



Is there a way to report on who created each CTA?


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Best answer by aditya_marla 11 February 2020, 09:55

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phil_hart
[Solved with data space]


J
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@phil_hart Can you help out with this question: https://community.gainsight.com/reports-dashboards-9/cta-compliance-reports-rule-created-or-management-assigned-ctas-only-37516

 

Thanks!

aditya_marla
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@phil_hart : Another way would be to use the field “Source” on the CTA object and filter to see CTA’s where Source = Manual

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