Reports & Dashboards
Share your questions and best practices on Reports and Dashboards for Gainsight CS here.
- 628 Posts
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Hey Folks 👋🏼, I’m a newcomer to Gainsight, and after completing the Associate Admin training for CS I’m looking to understand a bit more about the capabilities in Report builder. We have an Object with a field that can contain a value of true or false. Multiple records in the object can are associated with each company.Ideally, we’re looking to create a Report that shows the % of false records per account, versus the total number of records for the account. Currently, I’ve used a combination of filtering on the true/false field, and aggregation to make a COUNT of the false records. The roadblock I’m encountering is converting the COUNT value for each Account into a percentage of the total # records for each Account. My inital thought was to use a formula field, however from what I understand this would only work on a record-level, creating a new field on each record, as opposed to being able to compute on the ‘roll-up’ COUNT values. I’ve checked the Knowledge Articles Advanced Repor
I am new to the GainsightNXT and trying to build a report on scorecard like below.Would like to be build by region, measure and the average score(for all customers in relationship) for the same, . Any help in this is much appreciated. NA LA EMEA AP Overall Measure 1 50 60 80 90 70 Measure 2 50 60 80 90 70 Measure 3 50 60 80 90 70 Measure 4 50 60 80 90 70 Measure 5 50 60 80 90 70
Hey Guys!I have data designer fetch in this below format (Account Name, Overall Score). I want to assign them Rank using the formula. Higher the Percentage Higher the rank.How do I calculate Rank in the data Designer.I have 2000K Accounts and all have a unique score. I want the rank to not repeat for any account.This is same to the school classroom score and then ranking the students
Hey Everyone, With the Q1 2022 - We are fixing and improving a number of minor features and I am really excited to bring these minor but impactful changes to you ! ( Quick 3 min video of all the changes - watch at 1.5x speed). EXPAND ALL / COLLAPSE ALL option is now available for Row Grouped reports (you can enable this via the settings icon on report builder screen→ grid options) Gauge widgets with group by also support Drill down customization.(modifying the drill down in any one gauge carries over to other gauges as well) . The KPI widgets can now display a longer length of the headline text, the Refresh and Three dot menu will be hidden away till you hover over the KPI Widget. Heatmap Summarization is now supported ! We have made small but impactful changes to configure filters in your reports ! Emails fields can now be searched by entering email id’s as well as names. ID values are now searchable with equals filter across number and id types Filtering for a cus
As I work through updates and tweaks to Dashboards, it would be great to have a “draft”. Once you hit save, the changes are immediate. We often need time to work on something, fine tune, update the global filters (which are painfully slow often), communicate, then publish. The way we are working through this now is copying a dashboard and updating the naming convention with V1, V2, etc. It would be nicer to be able to work in a draft state and then publish, that way we aren’t have to go through the duplication process for simply switching out a report or two.This also helps keep our dashboard list clean and minimal (no long list of versions).
Incorrect formula properties in summary line on Row enabling in Reports. as shown in picture 2.Picture 1:The Field Email Open Rate is calculating using formula EMAILOPENCOUNT/EMAILSENDCOUNT.Picture 2:On row enabling on Company Name the summary line highlighted in bold font as shown in below picture. By default date and string fields are counting up where as numeric fields are summing up.In this case, if we are using any formula fields on numeric datatype the same formula properties are not considering for summary line. Which is giving misinterpretation as Email Open Rate for total Company resulting to incorrect value 360.89% but it should be 28.28%.Please consider this enhancement/fixing the error below on consider the same formula properties for summary line numeric fields on row grouping.
Hi there! Due to the limitation of not being able to export the reports in Journey Analytics as a CSV (only an image), I’m trying to replicate the dashboard in Report Builder but for the life of me I’m not able to replicate the results from Journey Analytics in a report. Part of it appears to be that we cannot create Formula Fields. For example, I have I’m trying to display Send, Opens and Clicks for JO Programs in a single report. I’m using the following: Email Log V2 → Show Me:Count of Sent Count of Number of Opens Count Distinct of Link ClickedGroup by → Source Name. From what I can discern, the primary issues I have are that Opens and Clicks are numeral values for the number of times in which either action was completed by a recipient (ie, opened an email five times, clicked the link twice). It looks like that I can create a Formula Field for each one of these sets to get the value I need if I show by email id or Yes/No Opened, but I’d have to create three individual reports for
Hi community,Need some help double checking something.I was wondering if there’s any way of having colors or some type of visual in reports that are not based on the Scorecard?Here’s two examples for fields from SFDC that I’m not able to show correctly in Gainsight reports Both show up just broken in Gainsight. I know I can have auxiliary fields that for example instead of showing the color green are just named “Green” but it loses its purpose. I’m almost sure that this is not possible outside of scorecard-based reports but is there a super cool trick I’m not thinking off? Thanks in advance!
I’d like to view one report in two different ways on a dashboard. In one instance I want to see a table, and in another I’d like to see a widget of the total number of records in that report. Is there a way to do this that does not require duplicating my report?
Hey all,has anyone worked out how to stack data, so you can show the results for each quarter, over the past “x” years. eg. i want to compare my bookings for Q1 2021 vs Q1 2020 vs Q1 2019 vs Q2018 i only seem to be able to group by FQ and that shows it in a linar format, not stacked by yearexcel example:
I was wondering if it’s possible to provide a report to CSM’s where they can update attribute fields from within that view rather than going to each 360 individually? This is doable via SF using a list view, e.g; And I know we can do this for healthscores currently.
Hello,My management team has asked for a report that shows which Companies have no Timeline activities with with the type of Meeting in the past 60 days. In SF you can create a report type of with and without, I have not found that kind of functionality in GS, but I’m sure there is some way to do it. Can anyone tell me how can I accomplish this? Thanks!Rhonda
Hi, In the Report builder, while using a filter, the checkbox can be used to include null values in the result as shown below.https://share.getcloudapp.com/o0uRRbQKhttps://share.getcloudapp.com/kpuJJ9QE While in rules, when we use the ‘Not equal to’ operator, the checkbox is to exclude Nulls and for ‘Equals to’ operator, the heck box is to include nulls.https://share.getcloudapp.com/4guKKwYz This is a bit confusing for users. Please share your thoughts.
Hello, When completing UAT testing for Gainsight NXT we had our users raise inconsistencies in what was clickable in the dashboards. A bug has been opened but would love extra comments of workarounds or solutions until this is fixed. https://www.loom.com/share/6296dd5a5adb4c9ca9ce7a0eab185b57
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