Ability to Exclude Weekends from Reporting

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  • Updated 2 weeks ago
It would be helpful to be able to skip weekends in reporting. Especially around reports that look at weekly/daily performance by individuals, it would be nice to be able to exclude weekends. 
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Ky Powell, Champion

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Posted 3 months ago

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Dan Ahrens, Gainster (employee)

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Hi Ky, do you have a sample use case or chart that you could post as an example to help us understand the use case more fully?
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Ky Powell, Champion

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Hi Dan, 

Here is an example of a report we use to show a CSM their daily email activity. In this case, it would be nice to be able to exclude weekends and only showing working days. We have other cases where we have looked at things like our average time to complete a training in which case it would have been nice to exclude weekends, but we ended up having to build it into Salesforce since we were not able to do it within Gainsight.

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Dan Ahrens, Gainster (employee)

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Thanks Ky. It sounds like you can skip weekends in SFDC? How does SFDC handle holidays or individual vacations (as those would mess up metrics too, right)?
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Ky Powell, Champion

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Hey Dan, I wanted to follow-up on this. I had heard that there may have been a feature launched that would allow you to remove holidays from reporting, like most recently memorial day. Is this true? If not, is there anything like this to be able to remove holidays at an aggregate level across all reports or is the only way to do this by each individual report and to remove specific dates as needed?
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Dan Ahrens, Gainster (employee)

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Hi Ky, is this a feature in SFDC that you're referring to? 
I'm not aware of any way to exclude holidays at an aggregate level across all reports. Further, it would require a separate table to define your company holidays as not every region or country recognizes the same holidays. Even within the same country, not every company recognizes the same holidays. 
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Ky Powell, Champion

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I think they keep it pretty simple. They just exclude weekends, no exclusions to holidays. They just go based off "business days".