Reports & Dashboards

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

  • 690 Posts
  • 2,347 Replies
E
Rank
elliot_hullverson
started this topic

Data Designer Use Case: Tracking Accounts without a Timeline entry

Since the release of Data Designer I know some of my customers have been having a hard time coming up with with some quick win use cases to...
  • 9
  • 4
kendra_mcclanahan
Rank
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...
  • 16
  • 8

Data Designer Demo Available Now

  • 7
  • 2

690 Posts

M
Champion in Training
MelissaCChampion in Training
asked in Reports & Dashboards

Month Over Month Usage Report Per CSM

I want to build a report for our Digital Segment accounts (per CSM) that show month over month usage…I am not 100% sure on what data needs to be pulled in order to achieve this..Help:)Thanks!

0
M
Champion in Training
2 hours ago
venessa
venessaRegistered User
asked in Reports & Dashboards

What are "touchpoints"?

I ran a report today which showed me the number of touch points  with clients in 90 days and 365 days. By “touchpoints” do we literally mean any type of timeline activity (i.e. not just meetings and emails)? 

3
Revant_Amingad
Gainsight Employee: Rookie
1 day ago
A
Shoshin
Anks89Shoshin
asked in Reports & Dashboards

Reporting Filter - Allow Relative Phrases in Between Date Filter in Local Widgets on the dashboard

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?

1
rachelhibbardtmo
Veteran Rookie
2 days ago
diane_morneau
Shoshin
diane_morneauShoshin
asked in Reports & Dashboards

Use the percentage widget in a dashboard

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?

3
B
8 days ago
john.cowles
Shoshin
john.cowlesShoshin
asked in Reports & Dashboards

Can you please update the Gainsight Object Glossary to ensure it is current?

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.  

1
neelam_mukherjee
Gainsight Employee: Team Captain
8 days ago
B
BabaOlukRegistered User
asked in Reports & Dashboards

Report that shows JOs being run and email templates being used

Report that shows JOs being run and email templates being used that way the team knows what and when we are emailing customers

2
sagan_sherlin
Champion in Training
15 days ago
A
andikmyersRegistered User
asked in Reports & Dashboards

Highlighting rows or columns

My team has asked if there was a way to highlight rows or columns. This would help them focus on critical things when they are all due at the same time.

6
R
Shoshin
20 days ago
lokeshraovn
lokeshraovnRegistered User
asked in Reports & Dashboards

Copilot and Survey analytics in Dashboards

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.?

2
K
21 days ago
prithvi_vihari
Veteran Rookie
prithvi_vihariVeteran Rookie
asked in Reports & Dashboards

{Posting on Behalf of Customer}- X and Y axis labels for all Graphical Representations

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?

4
john_apple
Golden Ruler
23 days ago
john_kruger
john_krugerRegistered User
asked in Reports & Dashboards

Change the Export type to Excel format, or change the CSV delimiter

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.

1
rachelhibbardtmo
Veteran Rookie
23 days ago
michael_sweeney
Veteran Rookie
michael_sweeneyVeteran Rookie
asked in Reports & Dashboards

Reporting on accounts where a Milestone has yet to be created.

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]

1
rachelhibbardtmo
Veteran Rookie
23 days ago
A
ahollenRegistered User
asked in Reports & Dashboards

Add'l information on pie chart labels

Hello - When creating a pie chart, how can I add additional information on the labels that appear when hovering over a piece of the pie?  For example:  would like to see # of customers and their ARR (both do pull in when you drill down)

1
rachelhibbardtmo
Veteran Rookie
23 days ago
sarahmiracle
All Star
sarahmiracleAll Star
asked in Reports & Dashboards

Report drill downs in dashboard require "Clear State" to see updated drill down configuration

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?

1
rachelhibbardtmo
Veteran Rookie
23 days ago
darkknight
Grand Slammer
darkknightGrand Slammer
asked in Reports & Dashboards

Report Builder filters not consistent

  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?  

1
rachelhibbardtmo
Veteran Rookie
24 days ago
M
Champion in Training
MelissaCChampion in Training
asked in Reports & Dashboards

Reports/Dashboards - Market Event (from Timeline)

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

4
matthew_lind
All Star
29 days ago
tom_gerth
Gainsight Employee: Champion
tom_gerthGainsight Employee: Champion
asked in Reports & Dashboards

MDA dropdown values show GSID when exported

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.

39
benwanlessmenlo
Shoshin
1 month ago
S
Gainsight Employee: Rookie
SrikanthGainsight Employee: Rookie
asked in Reports & Dashboards

Can we disable "Show data from all Children" in Related list in C360?

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

1
pope1chase
Shoshin
1 month ago
R
rquaiyoomRegistered User
asked in Reports & Dashboards

Tracking Touchpoints

Does anyone have an example report of tracking calls as a KPI? If a CSM needs to have 1 call a quarter with a customer, what is the best way to build that reporting to track to the KPI? 

1
pope1chase
Shoshin
1 month ago
B
Shoshin
badariShoshin
asked in Reports & Dashboards

Sharing group name is visible in dashboard dropdown list

We are using sharing group to provide dashboard permission to particular department. But Sharing group name is visible to user under dashboard dropdown list. Is it possible to hide sharing group name in dashboard dropdown list?

2
B
Shoshin
1 month ago
M
Champion in Training
MelissaCChampion in Training
asked in Reports & Dashboards

Digital Segment - Adding CSM Manager to Dashboard

I need to assign a manager name to all our Digital Segment accounts (they currently say null):What is the best way to do that so going forward, his name will automatically populate?Thanks!

2
sdoty
Gainsight Employee: Rookie
2 months ago
jlicciardello
Team Captain
jlicciardelloTeam Captain
asked in Reports & Dashboards

White Space View in Adoption Explorer?

Adoption explorer is a good way to show what a customer is using within your product, but how do we effectively show what they have but *aren’t* using? Sales/customer success teams want a way to see the “white space” - any good ideas on how to visualize this? 

3
n.ladeur
2 months ago
lukedod29
lukedod29Registered User
asked in Reports & Dashboards

Global filters not working on hompage or dashboards

Hi GS community!  Global filters are not syncing for both Dashboards and Homepage.  Any one else having this problem ? What is the solution to ensuring global filters accurately work?  Thanks  Luke

2
Sashank Goparaju
Gainsight Employee: Rookie
2 months ago
M
Champion in Training
MelissaCChampion in Training
asked in Reports & Dashboards

Mapping a New Field

Hi!I added “Referenced Date” to my KPI Dashboard, but I am unsure how to map so it pulls in the data…🙃 Thanks!

0
M
Champion in Training
2 months ago
M
Shoshin
mzacher13Shoshin
asked in Reports & Dashboards

Hi, Is there anyway to set a custom week filter for a dashboard or a report? We want this week to be Wednesday-Tuesday, for example.

Hi, Is there anyway to set a custom week filter for a dashboard or a report?  We want this week to be Wednesday-Tuesday, for example.

0
M
Shoshin
2 months ago
K
Veteran Rookie
kstimVeteran Rookie
asked in Reports & Dashboards

Additional Enhancement to KPI Widgets

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?  

1
darkknight
Grand Slammer
2 months ago

Welcome back

Terms & ConditionsCookie settings