Conversations

Conversations 1 - 20 of 114
Photo of Andrew Cummins
Ability to concatenate within a column via bionic rules
Currently concatenate only works with bringing together two separate columns of data with the same unique identifier. What I would like t...
  • 3 me toos
  • 1 reply
  • Idea
Photo of Domenic Armano
Add Tabular Reports to Outreach Templates in Copilot
When creating an outreach template it would be great if you could add a previously created tabular formatted report. This is not presentl...
  • 31 me toos
  • 21 replies
  • Idea
  • Under Consideration
Photo of Jeffrey Coleman
Allow a report to be attached to a copilot email
We're working with clients who have large numbers of individual users. In order to provide better insight into what those users are doing...
  • 12 me toos
  • 12 replies
  • Idea
  • Implemented
Photo of Scott Morris
Ability To Choose Default Sort Option
I have a customer who uses a report built off of a custom object in SFDC that is embedded as a section on the R360 page.  The ideal behav...
  • 31 me toos
  • 18 replies
  • Idea
  • Under Consideration
Photo of Andrew Cummins
Rule date filters to match the Reports 2.0 filters
It would be awesome to be able to set a rule date filter to = Current Year and other date filters that are available in Reports 2.0. Alon...
  • 4 me toos
  • 3 replies
  • Idea
  • Implemented
Photo of Andrew Cummins
Ability to clone ANY action in rule set up
We create so many actions on rules that are very similar with a slight change. It would be nice to be able to clone that action so we do ...
  • 17 me toos
  • 7 replies
  • Idea
  • Under Consideration
Photo of Andrew Cummins
Ability to move actions around on rules similar to moving a survey question once it has been created
Currently if you want to move an action to the top or bottom on a rule you have to delete it and basically start over. It would be nice t...
  • 10 me toos
  • 7 replies
  • Idea
  • Under Consideration
Photo of Andrew Cummins
Allow pop ups in the Attributes section on c360
We currently have workflow rules that provide pop ups in SF with the same fields that we use in the Attributes section in Gainsight c360....
  • 1 me too
  • 2 replies
  • Idea
  • Under Consideration
Photo of Andrew Cummins
Ability to override overall score and add a comment to overall score with scorecard 2.0
This is not about the exception logic! Scorecard 2.0 is great but when the rollup feature is selected you are no longer able to use a rul...
  • 2 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Kyle S
Advanced Cron Scheduler in Rule Chain
The ability to schedule bionic rules using cron expressions is very helpful. We primarily use  rule chains and these can only be schedule...
  • 8 me toos
  • 6 replies
  • Idea
  • Under Consideration
Photo of Logan T
Supporting Hyperlinks in Reports
Some customers have custom fields that contain useful URLs on the Account or Customer object. But when a report containing these URLs is ...
  • 10 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Andrew Cummins
Ability to add a filter that equals a field
It would be nice to be able to add a filter for instance that looks at another field. Example would be a have the "assigned to" field as ...
  • 7 me toos
  • 4 replies
  • Idea
  • Implemented
Photo of Andrew Cummins
Allow external users to export data from dashboard/c360 sharing
Currently an external user is not able to export data from a shared dashboard/c360. It is necessary for our external users (partners) to ...
  • 2 me toos
  • 2 replies
  • Idea
  • Implemented
Photo of Andrew Cummins
Ability to add Linear trend lines to graphs.
just like in excel where you can add chart elements it would be nice to add a linear trend line to bar graphs or stacked bar graphs. 
  • 8 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Joseph Siudzinski
Section Tool Tips/Instructions
I think it would be very helpful to have a tool tip or instruction box throughout a lot of places in Gainsight.This could be configurable...
  • 10 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Pat
Filter by Fiscal Quarter in Rules Engine
We would like the ability to filter by fiscal date within the Rules Engine Setup Rule. We have some rules that power MDA and reporting th...
  • 10 me toos
  • 4 replies
  • Idea
  • Under Consideration
Photo of Denise Stokowski
Ability to bucket values in Reporting
I often find myself exporting to Excel in order to "bucket" values in reporting - kind of like creating a categorization on the fly like ...
  • 17 me toos
  • 8 replies
  • Idea
Photo of Jeff Kirkpatrick
Dashboards: Ability to open a report for editing straight from the dashboard
As an admin, I'd love to be able to click an edit icon on a report from the dashboard and be taken straight to the editing page of the Re...
  • 6 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Andrew Cummins
Show Dollars in the correct format in Reports 2.0
It is great to show the dollars in graphs but there are some graphs that just show the number and I am unable to format the number. For i...
  • 16 me toos
  • 9 replies
  • Problem
  • Acknowledged
Photo of Andrew Cummins
Need Funnel Chart - Ability to decide if I want all data in one stacked column
I think a funnel chart would accomplish this but currently I am unable to create a stacked chart with a 1:1 (show me/by) that gives me al...
  • 1 me too
  • 2 replies
  • Idea
  • Under Consideration