Reports & Dashboards

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

  • 628 Posts
  • 2,231 Replies
elliot_hullverson
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...
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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...
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Data Designer Demo Available Now

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628 Posts

suryanarayana
Team Captain
suryanarayanaTeam Captain
asked in Reports & Dashboards

Adoption Explorer Dashboard Default Date Range

It’s expected that this default date range sticks with what admin has set. For all users whenever they browse C360/R360 the default range should be same as what admin has set later the users can modify them as per their interest.

1
Sudipta Chowdhury
Gainsight Employee: Shoshin
2 days ago
Stuart
StuartGainsight Community new member
asked in Reports & Dashboards

CS Report Builder - Percentages on Aggregated fields

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

1
Azad
Gainsight Employee: Rookie
7 days ago
owen.kingston
owen.kingstonGainsight Community new member
asked in Reports & Dashboards

Dashboard Views- count of dashboard viewed and by which user

Hi  I am carrying out a review on the dashboards within our Gainsight instance. I would like to see how many times a dashboard has been viewed over a specific time frame and by who. Does anyone know if this can be done? Thanks  Owen

2
bradleymcg
Golden Ruler
11 days ago
M
mcbarthiGainsight Community new member
asked in Reports & Dashboards

ScoreCard Report: For all metrics grouped by region

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

1
M
14 days ago
A
abhijeetbakareGainsight Community new member
asked in Reports & Dashboards

Calculate rank from the scores for the account

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

3
rakesh
Gainsight Employee: ACE
15 days ago
Azad
Gainsight Employee: Rookie
AzadGainsight Employee: Rookie
published in Reports & Dashboards

Q1 2022 Release - Reporting Improvements !News

 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

783
Azad
Gainsight Employee: Rookie
16 days ago
andreammelde
Golden Ruler
andreammeldeGolden Ruler
asked in Reports & Dashboards

Dashboard Draft

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).

2
andreammelde
Golden Ruler
18 days ago
Chandan Devanga
Gainsight Employee: Shoshin
Chandan DevangaGainsight Employee: Shoshin
posted in Reports & Dashboards

Incorrect formula properties in summary line on Row enabling in Reports.

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. 

2
Chandan Devanga
Gainsight Employee: Shoshin
21 days ago
jpgamboa
jpgamboaGainsight Community new member
asked in Reports & Dashboards

Recommended Email Object to Replicate Journey Analytics

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

3
sarahmiracle
All Star
23 days ago
michael_sweeney
Veteran Rookie
michael_sweeneyVeteran Rookie
asked in Reports & Dashboards

Expanded Legend in Pie Chart Visualizations

Hey Team, Speaking with a customer today and we would like the ability to see the entire legend when exporting a pie chart report. On the dashboard you can scroll through but when you export you can not see additional fields.   

0
michael_sweeney
Veteran Rookie
25 days ago
andr_raposo
Gainsight Rookie
andr_raposoGainsight Rookie
asked in Reports & Dashboards

Colors in tabular report

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! 

5
Azad
Gainsight Employee: Rookie
29 days ago
M
mknowlesGainsight Community new member
asked in Reports & Dashboards

Report filtering for multiple CTA assignees

I am building a report to identify incorrectly assigned CTAs and am hoping to filter for instances where CTA 1 is assigned to X and CTA 2 is assigned to Y, like in the example below. Would this be a filter option and how would I need to set the filter? 

1
Azad
Gainsight Employee: Rookie
29 days ago
M
mknowlesGainsight Community new member
asked in Reports & Dashboards

How do you schedule reports on a SF object?

Gainsight Support is telling me that there is no way to schedule a report that is built on a SFDC object. Is that true? Is so, does anyone have a workaround? Thank you!

2
M
29 days ago
M
mknowlesGainsight Community new member
asked in Reports & Dashboards

Is there a field to identify which user modified the due date?

I'm working on a report in Report Builder...Is there a field to identify which user modified the due date? I'm looking for a "last modified by" field but cannot find anything.

2
M
29 days ago
K
Shoshin
kbeltonShoshin
asked in Reports & Dashboards

View one report in two different visualizations on a dashboard

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?

3
K
Shoshin
1 month ago
J
Shoshin
jamiePShoshin
asked in Reports & Dashboards

Dashboard grouping - quarter over quarter, per year (stacked)

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:  

3
seth
Gainsight Employee: ACE
1 month ago
N
Gainsight Employee: Shoshin
ngaralaGainsight Employee: Shoshin
asked in Reports & Dashboards

User default currency not being honoured on Data Designer object in Reports

Hi Team,We have identified user default currency setting not being honoured in Data Designer object for reports.Can we please have this one added in our product roadmap?

0
N
Gainsight Employee: Shoshin
1 month ago
HollySimmons
All Star
HollySimmonsAll Star
asked in Reports & Dashboards

Is there a way to update company information via a list view (similar to SFDC)?

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.   

10
rachelhibbardtmo
Gainsight Rookie
1 month ago
J
jjjGainsight Community new member
asked in Reports & Dashboards

Will the Google integration be fixed soon?

I have to double log everything. The first time always fails.  Very frustrating. Would go as far to say this is completely broken.

1
anirbandutta
1 month ago
R
Gainsight Rookie
rho_ran_experianGainsight Rookie
asked in Reports & Dashboards

With and Without Report Functionality

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

2
R
Gainsight Rookie
1 month ago
pat_kelly
pat_kellyGainsight Community new member
asked in Reports & Dashboards

Healthscore Trending Report

I want to create a report that shows me overall healthscore by account over time.  I can see it one account at a time but I need to produce the data for all accounts in one report.

26
KristyGarrison
Shoshin
1 month ago
R
Gainsight Employee: Veteran Rookie
rvinnyGainsight Employee: Veteran Rookie
posted in Reports & Dashboards

Checkbox to include and exclude nulls in filters

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.

0
R
Gainsight Employee: Veteran Rookie
1 month ago
C
charu smitaGainsight Community new member
asked in Reports & Dashboards

Adoption tracking of dashboard

hi Team,we need to drive adoption of the dashboards on Gainsight with our customer success team. can you please let us know if we can pull out user level information for the dashboards. regardscharu

1
bradleymcg
Golden Ruler
1 month ago
jessica.foley
jessica.foleyGainsight Community new member
asked in Reports & Dashboards

Gainsight NXT- Click-ability Inconsistent within Dashboards

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

0
jessica.foley
2 months ago
A
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.

1
Azad
Gainsight Employee: Rookie
2 months ago

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