Capturing relationship type in timeline reporting

  • 1
  • Question
  • Updated 1 year ago
  • Answered
I'm excited about creating reports based off of activities in timeline.  I started to do this, but found that I can't pull in the relationship name (product/account combo in my case) when I create a report using the "activity timeline" field.  Has anyone gotten around this without using bionic rules?  I'm still learning, so baby steps would be helpful!
Photo of stella

stella

  • 174 Points 100 badge 2x thumb

Posted 1 year ago

  • 1
Photo of Nitisha Rathi

Nitisha Rathi, Employee

  • 14,556 Points 10k badge 2x thumb
Hi Stella,

All account and relationship attributes are directly available in 'Activity Timeline' object. To add relationship name, add Relationship ID > Name field in show fields


To add relationship type, select Relationship ID > Type ID > Name in show fields


Thanks,
Nitisha
Photo of Manu Mittal

Manu Mittal, Employee

  • 13,156 Points 10k badge 2x thumb
Just to add to Nitisha's comments: If you are not seeing any data when you pull the 'Name' field in, please go to 'Administration -> Gainsight Connect' to check if Relationship data is getting synced to MDA. You can find more details here on how to enable this feature.
Photo of stella

stella

  • 174 Points 100 badge 2x thumb
Thanks, Nitisha and Manu.  The combination of these posts give me the info that I need.