Report Duration of Timeline Activities with Filters

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  • Updated 3 weeks ago
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Hey Gainsters! Hopefully ya'll can help me out here.

We would like to see the amount of time CSMs have spent on specific activities for our clients. I've created a report for Timeline activities that displays the sum of duration for 3 activities. (See first screenshot)

I plan on putting this report on a Dashboard for the CSMs, CSM managers, and executives to view. However, I've ran into some problems.
  • We want to see just the accounts that have gone through our Implementation onboarding process. However, the fields that specify if they're in Implementation is not in the MDA.
  • We also want to see accounts that are currently in the Implementation process and/or see clients that have completed the Implementation process. The fields that specify the start and end dates of implementation are not on the MDA.
  • We'd also like CSM Managers to filter it to view accounts that their CSMs are assigned to
The bottom line - the fields we need to filter the report aren't on the MDA. If there's no filter it just looks like screenshot 2 below. :(

Is there a way to do a Bionic rule and merge data AND still have all the timeline activities to report on??.....






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Faust Belarmino, Champion

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Posted 2 months ago

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Lila Meyer, Official Rep

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Hi Faust,

Did you make any progress on this, or are you still looking for assistance?
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Faust Belarmino, Champion

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Hi Lila! I appreciate the follow up! I got it figured out! Thank you :D