Reports & Dashboards

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

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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...
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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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712 Posts

Prateek Parashar
Gainsight Employee: Rookie
Prateek ParasharGainsight Employee: Rookie
posted in Reports & Dashboards

Survey- Inline Editing in Gainsight Reporting Platform

Dear All,We would like to invite you to participate in a survey that we are conducting on Inline Editing in Reports. The purpose of this survey is to know and hear your thoughts on a few key aspects of the feature.The survey should take approximately 2-3 mins to complete. To participate in the survey, simply click on the link.If you have any questions or concerns, please feel free to drop a comment below.Thank you for taking the time to share your thoughts with us. Your input is essential in helping us to build a feature that meets your needs.This is following the VCAM we had a couple of weeks ago  

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bradley
Grand Slammer
2 months ago
bradley
Grand Slammer
bradleyGrand Slammer
posted in Reports & Dashboards

Color Accessibility - Matching Horizon Scorecard Colors to Custom Reporting

If you aren’t already using it, there is an option to switch your color pallet for scorecards in Gainsight so that the colors are more visually accessible for folks.  When you update to the new scheme, your Habit and Mass edit reports adopt the new colors as well. But if you have custom reporting you need to do and want your colors to match your scorecards, here are the Hex codes you can map using Custom Colors in reports: Greens (Darkest to lightest)#5AB08E #3FCE96 #59E7AF #90E2C2Yellow (Darkest to lightest)#E0A85F #FCC642 #FFD46B #FCDF91Reds (Darkest to lightest)#D76E75 #F77271 #FE8C8B #FAADAD There are a few ways you can get at this yourself but I thought this would be helpful to share as I didn’t find it documented anywhere. Thanks @mmayhall for the help. cc @anirbandutta any chance this can get added to official documentation?

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ChiragJ
Gainsight Employee: Rookie
5 days ago
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Gainsight Employee: Shoshin
achamariaGainsight Employee: Shoshin
asked in Reports & Dashboards

Dashboard report limit

Is it possible to have the 30 report limit increased on Dashboards? The customer is hitting this limit on some of our dashboards, and the performance is still pretty good so it feels like more reports could be supported.

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marshallthomson
16 days ago
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Champion
MelissaCChampion
asked in Reports & Dashboards

Dashboard For Success Plans

Hi There!I need to build a dashboard that looks similar to this, reporting on Success Plans by CSM, Success Plan by Client Management Segment & Progress by CSM: I have started by reporting on the Success Plan object, which has given me all the info except the Progress.   I am not totally sure where that field would live…Also, how would I then take that data and create the charts above?  Thank you!!!!

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sudheer_sharma_goda
Gainsight Employee: Rookie
23 days ago
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Champion
MelissaCChampion
asked in Reports & Dashboards

Report - Success Plans

Hi There!I want to build a report around Success Plans and how many are in progress.What object would I report on to see this by Account/CSM?Thanks!   

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achandak
Gainsight Employee: Rookie
25 days ago
brittany
brittanyRegistered User
asked in Reports & Dashboards

Ability to differentiate overall health scores created by the use of exceptions from those that are not in reports on Scorecards 2.0

We would like to be able to create reports that can distinguish whether the value of an overall health score is due to the use of an exception or just due to the calculated score based on the weights of the measures. At this time, all of our measures are automated via the rules engine, but our CSM's use exceptions to flag at-risk accounts they are alerted to via person-to-person interactions regardless of whether or not the account looks healthy 'on paper' based on the score calculated from the automated measures. We would handle an exception risk differently than a calculated risk, and we would like to be able to report on these differences as well as fire CTA's to managers based on exception risks. Since the C360 view of the scorecard 2.0 denotes when an exception is being used or not, I was hoping this would be a reportable field, but sadly, it is not. Would love to see this make the roadmap!

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Shoshin
26 days ago
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Veteran Rookie
Harika SingadiVeteran Rookie
posted in Reports & Dashboards

Knowledge Share: In built reports in JO will be broadcasted as excel instead of CSV

Hi Team.The report builder in Gainsight Product has been revamped and upgraded to Horizon, the backend exporting team at Gainsight has modified the config of sending reports as CSVs to EXCEL. The reason for this modification is to make it user-friendly and also with Excel the capacity of exporting the number of records is increased to 1 LAKH record. To reiterate, It is expected behavior that when we export/share a report as an attachment from a JO Program, then the report will be shared as EXCEL format sheet.

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H
Veteran Rookie
1 month ago
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Shoshin
badariShoshin
asked in Reports & Dashboards

No search capability for the fields if we enable pivot or row grouping in the report

No search capability for the fields if we enable pivot or row grouping in the report. Could you please help us on the enhancement request at the earliest? 

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Shoshin
1 month ago
jessica_owens
Veteran Rookie
jessica_owensVeteran Rookie
asked in Reports & Dashboards

How can I best visualize the results from a matrix type survey question in a report to be used on a dashboard?

How can I best visualize the results from a matrix type survey question in a report to be used on a dashboard?Below is a snapshot of a matrix question used in our survey. I’m trying to build dashboard reports for each survey question for CSMs to see overall responses from their customers. Creating a valuable view of responses to the matrix type question is proving to be challenging. Ideally, I’d like to see a report look like the snapshot below - where a total count of each response is listed for each “sub-question”. Then I want to be able to click on that number to view more detail (customer name, respondent name, response date, etc).Is this possible or a similar view possible? Any help would be appreciated!

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1 month ago
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robert.svallinRegistered User
asked in Reports & Dashboards

Dashboard, Widget from Query Builder not showing last week

I have created some query builder reports, highlighting different aspects of my application. I grouped these together into a dashboard. But it only shows the same week, currently it seems to be stuck at March 27th till April 2nd. The widgets are set to aggregate daily and show last week. If I click on the “Go to report” then it correctly shows last week as expected, and this works for each widget. But not when I group them into a dashboard. If I build a new dashboard from the widgets, the same happens.Any ideas on what I should try to get my dashboard to work?

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R
1 month ago
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Veteran Rookie
Harika SingadiVeteran Rookie
asked in Reports & Dashboards

Is there a way to validate rick test area field?

Hello,I have a field that is of type rick text area. Can we validate the field in terms of null or not null (blank or has some content)? Thanks,Harika

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Veteran Rookie
1 month ago
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SamRegistered User
asked in Reports & Dashboards

How do I add a running total (cumulative sum) based on dates in Report Builder?

I have data in Gainsight that returns 1’s and 0’s for each entry. I want to create a running total or cumulative sum of 1’s for every date entry. How can I do this using the ‘add formula field’ feature in Report Builder? TIA 

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S
1 month ago
simonechen
Shoshin
simonechenShoshin
asked in Reports & Dashboards

Can we perform calculations on grouped fields?

We’re looking at tracking cycle time of objectives in specific categories.Do do so we group the CTAs by Objective Category and are able to look at the min and max of the corresponding start and end dates.Is there a way to do a calculation on the grouped values and calculate the number of days between the start and end days?  

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alizee
MVP
1 month ago
J
Shoshin
JyothsnaShoshin
asked in Reports & Dashboards

Handling multi currency conversion in Non aggregate reports

Customer wants to build a simple non- aggregated report on Opportunity object to view expansion Opportunities of current quarter. Since they have multiple currencies it is not possible to view opportunities based on the revenue field when sorting. Even if I use ranking to pull top ‘N’ opportunities based on revenue field, it is ranking based on the numbers ignoring the monetary values.Though this can be achieved by creating SFDC formula field to convert and store all currencies in single currency or by building a rule to convert all of them to corporate currency, it would be great if there is option with in report builder to select the currency for currency data type fields, so that all the values get converted to selected currency and makes it flexible to add these reports in dashboards. 

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johntrask_bt
Veteran Rookie
1 month ago
mike_sasaki
mike_sasakiRegistered User
asked in Reports & Dashboards

Executive (Management) Dashboard

Can anyone share the sections they have in their executive dashboard?

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Andy Trevino
1 month ago
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Shoshin
GainsightAdmin123Shoshin
asked in Reports & Dashboards

Need an option to delete the Inactive dropdown values

Need an option to delete the Inactive dropdown values, Which is becoming an issue when we are filtering the dropdown column in the reports results in showing inactive values

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Shoshin
1 month ago
J
Shoshin
JacquelyneShoshin
asked in Reports & Dashboards

Report which counts difference in time between titles containing same name

Hi all,  This one might be a bit out there. We are working on bringing in our community involvement metrics via Vanilla > SFDC > Gainsight. Through our community, each question has a thread title that is formatted as “Jacquelyne asked a Question - Report which counts difference in time between titles containing same name” with an Activity Type as “Asked a Question” and then each sub-sequential comment has a thread title “Report which counts difference in time between titles containing same name” with a Activity Type as “Answered a Question”. Initial questions and comments have a date/time stamp. I am wanting to build a report that recognizes when a question has been posted, and how long it takes for it to get an answer. In order to do this, I think I need to make Report Builder understand that threads with titles that CONTAIN the same title should only be looked at, but I can’t figure out how to make this work. Any ideas?

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sdoty
Gainsight Employee: Rookie
2 months 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?

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rachelhibbardtmo
Veteran Rookie
2 months ago
S
smobleyRegistered User
asked in Reports & Dashboards

Benchmarking - Exclude Test Entities

We are dabbling in creating benchmarks in Gainsight Adoption Explorer. However, we have several internal companies present, used for testing purposes, that should be excluded in any sort of benchmark analysis. I see no obvious way to add filtering to a Benchmark report.

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rachelhibbardtmo
Veteran Rookie
2 months ago
S
Gainsight Employee: Rookie
SrikanthGainsight Employee: Rookie
asked in Reports & Dashboards

Can we show milestones in the report when we have aggregation by month?

Hello Team,Currently, we have an ability to “Show milestones” when we use any date fields in Group by section.However when we aggregate by Month, we are not allowing to show milestones.Can we show milestones when we use aggregation by month.Thanks & Regards,Srikanth

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rachelhibbardtmo
Veteran Rookie
2 months ago
S
Shoshin
Scotty at CalendlyShoshin
asked in Reports & Dashboards

Is there something wrong with People Maps Influencers reporting?

Looking at the object glossary:https://support.gainsight.com/Gainsight_NXT/Administration_and_Permissions/General_Administration/Gainsight_Object_Glossary#People_Maps_ObjectsIt seems like I should be able to report on the influencers I set in People Maps. In my testing, I’m only seeing internal users show up there, and the data looks kind of incomplete:I tested this by setting up people maps on an internal account we use for testing, a customer account mapping influencers that are a part of the customer’s org, then adding influencers that were from Calendly. In report builder, using the People Maps Influencers object, I can only see entries for the influencers I set that are a part of calendly, I can’t see any of the relationships between users in the account. Is this the behavior others are seeing?

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Alicia Azar
Gainsight Employee: Rookie
2 months ago
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sri.pamidiRegistered User
asked in Reports & Dashboards

Global filter in dashboard

Hi Everyone,We are facing an issue in using global filter for a specific requirement. Scenario: “Example Industries Ltd” is a parent company for the following child companies:“Example ER Ltd” “NL Example International Ltd” “Raizon sales”Need to apply a global filter to the dashboard to get data of both parent and child accounts in all the reports of dashboard.Each Child account has a parent Id where as parent account has null in the parent id field.Challenge: Cant use Parent id OR parent account name as filter as we cant use OR condition in global filter. Cant use account name as filter since few child accounts doesn’t contain “Example” in the account name.

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matthew_lind
All Star
2 months ago
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mcgovernb21Registered User
asked in Reports & Dashboards

How to make the opp name linkable from data designer?

Hi! When you are in Renewal center -->Forecast, the name of the opportunity is a link to the opp details to edit. I created a dataset in data designer (our renewals data from SF isn’t 100% accurate), and want the opp name to show as a link, is this possible? It worked with the account for me (screenshot) as long as i brought in the GSID on the GS Company object. 

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M
2 months ago
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GrahamSwiftRegistered User
asked in Reports & Dashboards

Creating a report showing Customer Tickets by quarter AND severity

Hello team, I am trying to create a simple graph report that shows the number of tickets opened by each customer in a quarter. This works for me by adding I the Show Me, Count of Ticket Reference, and in Group By the Customer name and the Created date.However I would also like to see a breakdown of what the case severity was. Is this possible? I have tried adding severity to the group by section but as soon as you do this we lose the graph as a display option.

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matthew_lind
All Star
2 months ago
andreammelde
ACE
andreammeldeACE
asked in Reports & Dashboards

Lookup on dataset created from data designer?

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?

15
Prateek Parashar
Gainsight Employee: Rookie
2 months ago

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