Conversations

Conversations 1 - 20 of 106
Photo of Johnny Burtchaell
Emailing Dashboards as a List, not as Powerpoint
Is there something in the works that will allow us to schedule emails on a daily/weekly/monthly basis to send normal excel reports (list ...
  • 1 me too
  • 1 reply
  • Question
Photo of Johnny Burtchaell
Scheduled emails for Reports 2.0
I think it would be great if you allowed us to schedule automated emails for the reports we build in Reports 2.0. I'm not too keen on em...
  • 3 me toos
  • 1 reply
  • Idea
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 Leanne
Logging emails by bcc in Timeline
For the Email logging, it looks like the only option right now to copy and paste in an email that's already been sent (ie. from Gmail).  ...
  • 72 me toos
  • 15 replies
  • Idea
  • Under Consideration
Photo of Ky Powell
Is it possible to send reports or dashboards at a regularly scheduled time each week to internal users??
  • 7 me toos
  • 9 replies
  • Question
  • Answered
Photo of Anirudh Allika
Delete field in MDA object
Can we have a option to delete fields in MDA objects
  • 23 me toos
  • 7 replies
  • Idea
  • Implemented
Photo of Johnny Burtchaell
Cannot Load Data into MDA Drop Down List via Rules Engine
How do you suggest I automatically load data each day into the Multi Select Drop Down List within the MDA if the Rules Engine doesn't sup...
  • 2 me toos
  • 4 replies
  • Problem
  • Solved
Photo of Ryan
Available Dashboards based on profile
It would be nice to filter the available dashboards based on a user profile or user role.  For example, we have dashboards that are only ...
  • 5 me toos
  • 6 replies
  • Idea
  • Implemented
Photo of Johnny Burtchaell
Import SFDC Reports into Gainsight
Since Reports 2.0 does not allow us to create formulas, i had to build my report in Salesforce. Is there a way to bring that report int...
  • 3 me toos
  • 1 reply
  • Question
  • Acknowledged
Photo of Scott Superko
Mass update CTA due date and snooze status/date
We have enterprise CSMs who manage multiple accounts, some with 100+ locations.  Each of the individual locations have CTAs specific to t...
  • 12 me toos
  • 9 replies
  • Problem
  • Solved
Photo of Elizabeth Adams
Report Table View in Email
We need to include reports in table view in our email distributions. Both in CoPilot emails and also in CTA-based emails. We are trying ...
  • 14 me toos
  • 13 replies
  • Idea
  • Implemented
Photo of Johnny Burtchaell
Custom Rules Deprecation
I noticed GS is working on a migration utility to convert Custom Rules to Bionic Rules. What will happen if we don't migrate our Custom ...
  • 6 me toos
  • 3 replies
  • Question
  • Answered
Photo of Tracy Streetman
Formula Calculations in Reports 2.0
It would be beneficial for Reports 2.0 to have simple formula calculations available such as +, -, SUM, AVG, %.  An Example where this wo...
  • 33 me toos
  • 18 replies
  • Problem
  • Acknowledged
Photo of Brandt
How do you make Dashboard components that help CSMs measure their progress to goal, akin to SFDC gauges?
Our CSMs need to stay on top of their upsell and renewal numbers. What ARR is up for renewal this quarter, and how much have they renewed...
  • 2 me toos
  • 1 reply
  • Question
  • Answered
Photo of Johnny Burtchaell
Adding Features Automatically with Rules
I don't think this is doable, yet, but is there a way to automatically add Features to CS360 based on the won/closed Opportunity?
  • 1 me too
  • 2 replies
  • Question
Photo of Johnny Burtchaell
Load to Features from MDA
Will we ever be able to Load to Features from the MDA?
  • 1 me too
  • 4 replies
  • Question
  • Answered
Photo of Evan Luberda
Admin Office Hours - 12/14/17
This thread is for the Admin Office Hours session for Thursday December 14th,  2017.  Submit your questions to this thread and we'll addr...
  • 1 me too
  • 2 replies
  • Article
Photo of Kiersti Felska
feature upload
We have about 1800 accounts where we need to upload customer features (licensed and enabled) based upon how fields are in an excel workbo...
  • 1 me too
  • 2 replies
  • Problem
Photo of Jeff Kirkpatrick
Mass Edit for Milestones
I have a large number of Milestones that were errantly applied and I need to be able to delete them in bulk rather than one by one.  It w...
  • 13 me toos
  • 7 replies
  • Idea
  • Under Consideration
Photo of Johnny Burtchaell
Renewal Rates and Calculations in Reports
Is anybody able to share ideas on how they created Reports showing Renewal Rates for different time periods? And those Renewal Rates woul...
  • 2 me toos
  • 2 replies
  • Question
  • Acknowledged