Reports & Dashboards
Share your questions and best practices on Reports and Dashboards for Gainsight CS here.
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We are struggling to add “between” as an option for filtering out reports based on the Local date filter widget. Between is available as an option on the global filter but not in the local filter. This is confusing for our end users. Is there a way to add between as an option or any available workaround?
I am creating dashboards to present program results to csm, sellers, management... using various AO tables. Percentages are often more meaningful than total number of emails to present such information so I want to produce a report that shows a percentage of emails opened or clicked for instance, rather than total number. As there is no means to do calculations in reports, I can only pull total numbers right now, unless we create a field. The AO Analytics has numerics including a field call Open Rate field but it is empty (bug?) Anyone has been successful using the % widget at all for a similar purpose?
We rely on this documentation to understand what system fields mean in the MDA tables. We have noticed that the “Call To Action” system table is not current in the documentation listed here:https://support.gainsight.com/Gainsight_NXT/Administration_and_Permissions/General_Administration/Gainsight_Object_Glossary#Call_To_ActionFor example, if you look at the MDA table in data management or in report builder, there is a system field in this table called “Next Action Due Date”. However, this field is not in the object glossary.
We have surveys being sent via Copilot - we have the analytics of Survey and Copilot in respective modules but can we use them in dashboards for our executive view. How can we achieve this. If not We should have the option this to Import this to Existing Report builder so that we can use the reports in dashboards.?
Hey Team, Would it possible for having the X and Y Axis show up for all Graphical Representations? One example is when we go with a Line graph we don’t get the X-Axis label show up. Both X and Y Axis don’t show up in this case. Is there a reason behind this design?
Our company uses commas in account names in SF which make it difficult to export reports in CSV format as the columns overwrite each other at times. I would like to know if there is a way to change the delimiter that is used for separating columns (ie. change to a semi-colon) on the export, or if the export file type can be changed to Excel format where the columns are already parsed out.
I have been speaking with a customer who has a very valid use case. They would like to run a report to determine who has not yet been assigned a specific Milestone. They would like this report to contain only Accounts without this Milestone even if other Milestones have been created. In the screenshot below, we are trying to build a report that shows accounts that have not completed a Welcome Webinar. The challenge we are facing is we can not filter out this account because of the existing Milestones. Do we see us coming up with a way to filter to null values? [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180427-19490-57ds9k-Image_2018-04-27_at_12-06-21_PM_inline.png[/img]
I’ve noticed that there is some perceived buggy-ness when adjusting report drill down configurations for reports displayed in a dashboard. Here’s what I experience:Add chart report to dashboard with drill down configured Get a request from a user that they want to see an additional column of data I add the additional column of data to the drill down, save the report The dashboard still doesn’t show this new column added to the drill down I remove the report from the dashboard, save the dashboard, and then re-add it, going through all of my global filters and resetting them again I still don’t see the changed configuration.I’ve even created a brand new report, not even cloned it, and still the production dashboard retained the old drill down configuration from the older report that is no longer even on the dashboard. It wasn’t until I hit “Clear State” that it finally worked. Why do I need to “Clear State” for everyone to change a drill down configuration?
I previously created a Data Designer dataset called Opportunity with Roll-Up and Scorecard. Today I am trying to identify all reports built off of that dataset because we are making changes to our Scorecard. When I pull up Report Builder, and filter on Source Object: Opportunity with Roll-Up and Scorecard, I get 3 results: But I know for a fact I have more than this: I have triple-checked myself to make sure I’m comparing within the same Org (I’ve made that mistake before ) I tried this in an Incognito window and got same results. I’ve run into this issue with the Rules Engine filters before and submitted a support ticket and was told there was a metadata sync issue on the “Search” server. Is this something that happens often?
Hey @matthew_lind! I hope you had a wonderful holiday:)I was hoping you could help me with something. We want to add the Full/Partials to show in a section on our Account Health Dashboard…. snaps below: I know I need to build a report first, but I’m not totally sure on what data I need to pull.I hope that made sense… Please let me know if you need more context or have any other questions.Thank you!!~Melissa
We've noticed that when including an MDA dropdown list field in a report, we get the GSID values when we export said report, versus the value's display name. We show the display name in the report itself, but as soon as it's exported, we get the GSID that we are unable to decode and understand the text value.
Hello Team,In C360, in Related list, we can configure any report.We could see a check box for the option “Show data from all Children”.It is available by default.Can we give an option to disable that option?Thanks & Regards,Srikanth
I love that we have the ability to add a goal and variance to KPI widgets. As an additional enhancement, it would be great if we could adjust the text that is shown for the “Variance” field just like we can presently do with the “Goal” field. Is this something that could be implemented?
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