Reports 2.0 Built by CSMs

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  • Updated 9 months ago
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Will CSMs have the ability to create their own reports within GS?
Currently CSMs must go to SFDC Reports to build, but our management has been very strict on only using Gainsight, but this has resulted in EXTRA work for me, the Admin, to build ad-hoc, custom reports for not only my CSMs, but other individuals that have Gainsight licenses.

Any word if CSMs will have the ability to create reports?
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Johnny Burtchaell, Champion

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Posted 9 months ago

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Nora Soza, Champion

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Hey Johnny -- this support article should help you get your users set up with GS Report Builder: https://support.gainsight.com/Product_Documentation/Reports_and_Dashboards/Admin_Configuration/Grant...

Highly recommend creating some sort of governance strategy before opening up to the whole team -- naming structure, folder structure, how do reports get validated before publishing to broader team etc.
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Johnny Burtchaell, Champion

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Perfect! thanks.