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Reports & Dashboards

Share your questions and best practices on Reports and Dashboards for Gainsight CS here.

  • 449 Topics
  • 1,532 Replies
kendra_mcclanahan
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kendra_mcclanahan
started this topic

Data Designer Use Case: Combine CTAs and Timeline Data

Have you started exploring Data Designer yet? If not, I’d love to share a recent design I built that’s produced a ton of value across our Ga...
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Data Designer Demo Available Now

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spencer_engel
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spencer_engel
started this topic

Scorecard report: How to show scorecard measure improvements and declin...

A very common request I get during Admin Office Hours is "how do I show improvements or declines in scorecard measures or overall score...
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449 Topics

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kendra_mcclanahan Gainsight Employee: Veteran Rookie

Data Designer Use Case: Combine CTAs and Timeline Data

Have you started exploring Data Designer yet? If not, I’d love to share a recent design I built that’s produced a ton of value across our Gainsight org. If you have, I’d love to learn more about your use cases and what’s working really well for you (so I can use it in my own org )   Here’s a short...

36 4
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8 hours ago
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kytpowell Shoshin

Using Global filters across different objects
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Hello -   I am trying to better understand the best way to use global filters when a dashboard has reports spanning across multiple different objects. I have a dashboard that is reporting on multiple objects (Scorecard, CTAs, Success Plans, a Dataspace, and a custom MDA table). But since I have to a...

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14 days ago
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jpmehlhaff Gainsight Rookie

How to report on accounts stuck with same account health for multiple weeks
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Use case: My mgmt team would like to easily flag accounts that have been stuck in a specific account health score for the last 6 weeks. We already have reports to surface when an account moved from one score to another WoW. However, we don’t want to lose sight of the accounts that remain in yellow o...

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29 days ago
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Robert_DeLaO Shoshin

How long does it take for updates to flow to reports/dashboards
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Does anyone have any information on how long it takes for a stage/status update on a Customer 360 to flow to reports/dashboards?  It doesn’t seem to be immediate and would be interested in knowing the time it takes.  I did check the reporting/dashboard FAQs and TS docs but didn’t see anything. Than...

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30 days ago
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werickson Gainsight Rookie

Export and custom colors (get rid of the pink)
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When Exporting a dashboard, some charts defaults to nursery blue and pink, and limits the ability for me to automate chart exportation for my QBR Background I have my default color palette set up to change the default colors (To one that adheres to my corporate color palette) I have custom colors de...

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30 days ago
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emilydavis Shoshin

Inactive customers in key interactions
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Does anyone have Gainsight configured for key interactions with “inactive” customers to pull through to their metrics? We use key interactions (meetings or scheduled calls) as a KPI and would like to include inactive customers in our reporting. For example if a CSM attends a pre-sales meeting with a...

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30 days ago
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sierra_evans Veteran Rookie

Highlight Field to Modify Dismisses Window
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Does anyone else notice that clicking to highlight text in a field and dragging left past the field entry dismisses the window you are attempting to edit? I notice this in many areas of the application including reporting, community, etc. and it is a major annoyance. I often click at the end of a st...

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1 month ago
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spencer_engel Gainsight Employee: Golden Ruler

Tips on calculating rolling survey scores?
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I believe this is rather easy to accomplish in Excel, but I’m struggling in Gainsight both with the Report Builder and even with Data Designer. Here’s an example:    I want to report on a rolling 3-month CSAT average, shown week over week. Right now I only have a few weeks’ worth of data, so here’s...

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1 month ago
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shannon Veteran Rookie

Data Designer - search is real slow and locks up
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Using the data designer - when searching for fields in step 2, I notice it locks up and takes a noticeable longer time to respond when compared to how search reacts in rules. Is anyone else experiencing that? Is it just the shear number of objects that are available?

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1 month ago
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keith_mattes Team Captain

Gainsight Standard Permission Set Includes Access to Report Builder
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As a Gainsight Admin, I expect to have control over who has access to reports, data objects and other Administrative abilities through the user permissions interface. It has been discovered that if a link is shared with a Standard Gansight User that links to the Report Builder Visual Force page th...

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1 month ago
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kytpowell Shoshin

Data Designer Visualizations in Report Builder
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Hello -    After watching the demo of Data Designer it appears to be a more robust version of Data Spaces with visualization. We were hoping this would be a bigger overhaul of report builder where the visualization and exploration functionality would be more enhanced.   I know currently, if you buil...

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K
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1 month ago
lila_meyer Gainsight Community Manager

Data Designer Demo Available Now

Data Designer Demo Available Now

The new Data Designer, released for all customers in November’s 6.8 release, brings cross object reporting, advanced data transformation, and next gen analytics to the Gainsight CS platform.Today, our Sr. Product Manager, Rakesh Reddy Kondam, shared an overview of the core capabilities and benefits,...

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1 month ago
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andreammelde Shoshin

Lookup on dataset created from data designer?
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I have created a dataset from data designer with it to be permanent and update daily. I want to add to a dashboard and have a global filter applied from the Company object since the other reports on the dashboard pull from that object. Is this possible?

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1 month ago
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shiv_kumar_katiyar Gainsight Employee: Team Captain

More visualization type in report for (1,3) -(show, BY)combination.
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Hi there, I have a customer who has created a Scorecard Habit report(Account History object) with combination as (Show, BY) -(1/2) and has got a stacked bar. Now she wanted to have third group by field - CSM, to show the current week trends for each CSM side by side. But once she add this third fiel...

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1 month ago
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katie_b Champion in Training

Reporting on People Maps
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We’ve had a few questions come up surrounding reporting as our team has started to expand their use of People Maps. We can pull a report from Company Person and show the Manager GSID in a field, but there is no lookup to the Manager’s NAME….are we missing something or what would be the best way to s...

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1 month ago
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SamHarrington Shoshin

When will mass edit reporting have the same capabilities and standard reporting
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Hi all, I had and issue where I was creating a report on using the unified scorecard as my data source, there were many fields that were in the Standard report that were missing from the mass edit report.  The link to the case is  https://gainsight.zendesk.com/hc/requests/91440 

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2 months ago
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keith_mattes Team Captain

Account Object-based C360 Reports: Work Around
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Have you ever tried to share a report generated from your Salesforce Account object on your C360 view with your users?  At the moment there is a known bug where you are unable to share these reports and development is actively engaged and reviewing it! Good news, there is a solution!Should you need...

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2 months ago
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michael_sweeney Gainsight Employee: Team Captain

Sort Operational vs Non-Operational emails on a report

I have been speaking with a customer who would like to build a report on emails and then be able to sort Operational vs Non-Operational. Is there a way to accomplish this or do we see this capability in the future?

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2 months ago
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katerina_nemcova_9fa1af Champion in Training

Success Plans - exporting all data
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Hello The more our CSMs use Success Plans to track customer commitments, the more we hear request about wanting to export tasks/comments/descriptions into Excel. Problem is that Success Plans consist of data from multiple objects.Is there a good way to set up a dashboard for people to select a parti...

44 1
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2 months ago
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angela_domenichelli Champion

Data Designer Beta Feedback
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I just added a report built on a merged object from Data Designer to ac360 layout ad the report did not filter for the single account.  It showed all of the results for all accounts.  Is this expected?

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2 months ago
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mike_sasaki Gainsight Rookie

Executive (Management) Dashboard
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Can anyone share the sections they have in their executive dashboard?

90 3
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2 months ago
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Jyothsna Gainsight Employee: Shoshin

Demo on Success Snapshots 2.0
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Here is the demo on Success snapshots 2.0 . This video will show you what are the features available in Success snapshots how to use them. Success_snapshots2.0

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2 months ago
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pranjalgangrade Shoshin

Dependent Dashboard Filter
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How to create a dependent dashboard filter?For example, I have a dropdown list 1 and controlling dropdown list 2.I want to create Filter using these both in such a way that if I select any value in 1st filter then its dependent value should appear in 2nd filter. Can anyone have any hack or solution...

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2 months ago
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sierra_evans Veteran Rookie

Accounts without Calls to Action Reporting
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Hello - in order to ensure our team is executing to a defined set of engagements across our customer base, we would like the ability to build reports and dashboards based on accounts without CTAs logged for 1) specified reason codes 2) over specified periods of time 3) based on specified account cri...

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2 months ago
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sarah_couch Team Captain

Reports 2.0: How can we Group by Fiscal Quarter rather than Calendar Quarter
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We'd like to Group reports based on Fiscal Quarter but it appears that we are only able to group based on calendar quarter. Is there a way to indicate Fiscal quarter in grouping?

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2 months ago

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