Help. Is it possible to roll up Timeline Activites from the Child Account to appear on the Parent Account?

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  • Updated 4 months ago
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Hi!  So we have items that happen on the child account - but we also want to roll up to the parent account, as a summary (if you will).  Wondering if someone has done this, and if so - would you mind sharing how? :)

Thank you!
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Sagan Sherlin, Champion

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Posted 4 months ago

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Dan Ahrens, Official Rep

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Hi Sagan,

Do you mean accounts that are related via account hierarchy and not using Gainsight relationships?

Right now the best way to do this would be via Global Timeline (still in Beta) - you could add the names of the accounts to the filter and it would show all Timeline entries that belong to any of those accounts. 
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Sagan Sherlin, Champion

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HI Dan!  I don't believe we are using Relationships.  I've not seen that setup/configuration.  But we are using a Hierarchy - for Child and Parent, and are waiting on a 'Grand' Parent to be configured.  But for now, just looking of how to roll up Timeline to the Parent.

We have rolled out Global Timeline - but in some cases (for only certain users) - their Parent account could have up to 35+ Child accounts.  I'll play with the Global Timeline more :)
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Manu Mittal, Employee

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Hi Sagan,

If you are using account hierarchies in Gainsight, one other way to get a rolled up view is through custom reports. You can build a report on Timeline data and add it as a section on 360. Then checking the box as shown below will give you access to all activities together (parent + all children). 





Hope this helps!
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Sagan Sherlin, Champion

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Hi Manu!

That is pretty awesome!  What we're looking for is, we've created a 'Timeline Activity' Dashboard that gives Managers a quick snapshot of their users activity (regarding timeline entries only).  We have one that shows the absence of Timeline Activity on the Parent account.  But in some case, while the Parent doesn't have activity - the child does.  We have a workaround report built - but I like this idea for the Parent Account itself!  I'll try it out!!
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Sagan Sherlin, Champion

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Question - I have the report, but can't seem to figure out which 'section' to add to my C360 Layout to choose my report as an option.  Help? :)
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Manu Mittal, Employee

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Hey Sagan - The element you need to drag in is called 'Section/Embed Page'. 
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Jeff Kirkpatrick, Champion

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Sagan - here are instructions to add a report to C360 via Section/Embed Page:  https://support.gainsight.com/Product_Documentation/Customers_and_Relationships/Admin_Configuration/...
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Sagan Sherlin, Champion

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Thanks guys! I figured it yesterday shortly after I posted - but forgot to update.  I just released it to the team this morning.  The person that had requested it, got a preview of it yesterday and liked it!

Thank you all!! :)