Reports & Dashboards
Share your questions and best practices on Reports and Dashboards for Gainsight CS here.
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The browse ppt option to upload a ppt template in dashboard builder that allows to send a report in ppt doesn't allows to change the color of the text in the table in which the data is shown in ppt.1st image is the table header the text of which I want to change from black to white.2nd image is the view from dashboard builder from where I upload the ppt template to Gainsight.
Hi GS Community. Anyone know how to remove accounts from automatically appearing in the Home Ribbon and My Portfolio sections if the account is churned or inactive? Doesn’t make sense for accounts marked inactive/churned to still roll up into company totals and ARR in the ribbon. Also don’t need to see them in the Portfolio section. (Specifically inactive accounts)The simple answer seems to be global filters in Home page configuration, but there seem to be a lot of nuances with that approach (only updating for folks who haven’t personalized their home page.) I can’t be the only one with the use case of marking an account as inactive and expecting it to be removed from view/totals. Appreciate any help you can provide! :)
We have a number of Data Designers scheduled to run on a daily basis. In monitoring these DD runs, the actual start time can be several hours after the scheduled time based on processing delays and queuing. This causes issues for my end users because reports are not updated when needed. It also causes delays in CTA and SFDC Operations Request creation because of scheduled rules relying on the updated DD object data. I am testing the process to export the DD results to S3 with an S3 Event-Based Rule Chain to launch the rules but it is not in place yet. Is there a way to analyze DD process time similar to the Rules Analyzer to identify which DDs are taking longer to process so we can modify the configuration for efficiencies or am I just missing the option in Analyzer? If it is not in Analyzer, any suggestions for analyzing the results other than opening the Execution History for each DD?
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
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?
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.
Hey everyone,We are currently in the process of adding the NDR to Gainsight. Currently we calculate them on the level: Market Segment → Region → Subregion. Since it is a percentage, we cannot then calculate it correctly for the whole company (or per market segment or region), as the average over percentages unfortunately leads to a distorted result. Have any of you ever had a similar problem and can help me? Thanks in advanceAdrian
Hi There!I have an account in Salesforce that is not getting updated to match the health details for the account in Gainsight. I reran the Company sync job from Gainsight but nothing changed.Why would this happen?Is it a connector issue on the SFDC side?How can we fix this?Thanks!
Our earlier Admin has scheduled few reports and the receivers have stopped receiving it because we made the Admin inactive as he is no longer with company. Now, we have to re-schedule them with valid user, so is there a way to see filter just scheduled reports. We have 350+ reports, it’s tuff to check every report manually.
Hi Team,To set the custom colours we do have option select the object and field to set colours. If field contains multiple unique values at that time it’s not showing.Can this be more simpler, just like build a what ever report you want and edit the colours right-there just like we use to do in MS Paint simple as that.In my case I want set custom colour for modified date, where I’m using group by month on this field. But i can not because modified date contains more unique values.Thanks
I know for the initial connector setup, our info was pulled from SFDC. My question is, if i have Joe Smith in SFDC & I sync him over to GS, if I want to add another attribute to that contact, do I need to do it in SFDC first, then re-sync OR can I add that in directly into GS? Will this create any duplicates if thats the case?Thanks!
Has anyone ever had luck associating multiple contacts from Timeline back to SFDC Events? The use case is that if multiple external attendees exist in the Timeline activity, we’d like all those attendees to be loaded back to the Name ID field on the Event object. No matter what I try in the Rules Engine, I can only ever get one contact ID to load to that Name ID.
Currently I can give view and or edit access to dashboard either to individual users or a user group defined via the data permissions. I would (in addition as opposed to taking away anything) like to have the option to provide access based on permission bundle, as for us bundle and data permissions are the same thing so right now I have to maintain the same list of users in two separate places.
It would be wonderful to have the below information in a report :-How many unique users has viewed each dashboard in the last rolling 12 months. (monthly over month)-How many views each dashboard has in the last rolling 12 months. (monthly over month)-Clicks into each dashboard-Duration on each dashboard-Ranking of most viewed dashboard to less viewed dashboards.
My company has been tracking accounts at risks using 4 separate picklist fields at the Company level: Primary Risk Theme, Primary Risk Sub-reason, Secondary Risk Theme, Secondary Risk Sub-reason.I am moving them over to the CTA framework to allow more flexibility long term, but they still desire this concept of Primary and Secondary themes.For this, I am using Reporting Category. When they select a Reason, the Reporting Category automatically gets set to one of the 6 core themes.To distinguish between Primary vs. Secondary, I am instructing them to leverage the Priority (High = Primary, Medium = Secondary)Trying to figure out how to build a report that will show the number of companies where themes (Reporting Categories) overlap as either Primary or Secondary, to try and identify correlations.Previously we had a report like this, when using the separate picklist fields for Primary and Secondary: Racking my brain but cannot figure out how to do something like this via Data Designer.
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