Reports & Dashboards

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

  • 739 Posts
  • 2,484 Replies
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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
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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739 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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jenlpro
Team Captain
4 months ago
gracelc
gracelcRegistered User
asked in Reports & Dashboards

Lack of Drill-Down in Column Chart Report with Value of '0'

Good morning everyone, I’m writing to see if anyone has any tips for the following -  I’ve made a bar report to show a metric for each of our CSMs, and several of the data points displayed are 0. There are records for these data points (the value just averages out to 0), but the lack of column prevents drill-down, as far as I can tell. I know using a line chart format overcomes this issue but as the report is not ‘over time’ I was hoping that there’s a workaround without using this. Any help would be greatly appreciated. Thank you! Grace 

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jason_metzler
Veteran Rookie
1 day ago
gracelc
gracelcRegistered User
asked in Reports & Dashboards

0 shown in line graph where there is no data for the time period

Good afternoon everyone, I’m writing to see if anyone has any tips for the following: I’ve made a line report to show our NPS over time for several different surveys represented as different lines. In some quarters, we’ve had no responses for certain surveys which shows the NPS there as a 0. Is there a way to get the line to follow from the last quarter that has data to the next quarter that has data, rather than dipping down to 0 in the middle where there’s no data?  Equally, if the survey hadn’t been sent out yet the NPS shows as a 0 until it’s first sent out, is there a way to start the line only when the survey is first sent out and stop the line when the most recent response is received? I know using a bar chart fixes this in a way, as the bar is then just absent where there’s no data, but we would like to use a line report as this is showing a view over time. Any help would be greatly appreciated. Thank you! Grace

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jason_metzler
Veteran Rookie
1 day ago
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corrie_amoRegistered User
asked in Reports & Dashboards

Can anyone provide clarity on arguments needed to pass to data design functions?

Apologies in advance for the essay, but this is just one issue I’ve had using functions in Data Designer caused by lack of clarity in the documentation.I am adding a formula field to a data design to convert a string field to a date field. The string field contains only dates written in the format “YYYY-MM-DD”. I am attempting to use the “To Date” function to change the data type. The documentation has only the following information on this function:“To Date: This parameter returns any string data type field or value containing date into the Date format provided by the user.Note: If the date format is not provided, the default value considered is yyyy-MM-dd.”What the documentation does not explain is how this should actually be entered into the function as it appears in data designer. I enter the name of the field I wish to convert then it prompts for “Format of Date” - it looks like I should have options to select but there’s nothing there. See below:I entered “dd-mm-yyyy” here (which

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alexander.mahan
Shoshin
1 day ago
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rizzom453Registered User
asked in Reports & Dashboards

Dashboards drop down menu to change values interactively

I’ve looked through the documentation and also tried my luck on training videos on YouTube with no luckWe would like to do a dashboard where the data is editable (drop down menu is fine) Example Dashboard Field: Engagement Priority -- Values are None, Low, Medium High Dashboard would display this field with the current value (we have that working)** We would then be able to click on the field and then update the value just through the dashboardExample: Change the Engagement Priority from Low to Medium...and then have that change get committed to the actual dataIs this possible?  We have been looking for a while on thisThanks so much -- happy to be redirected to another thread if there is a good example out there as well  

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alizee
Golden Ruler
11 days ago
heather_hansen
Grand Slammer
heather_hansenGrand Slammer
asked in Reports & Dashboards

Reporting on amount of time in CTA Statuses

We're coming across a need to be able to report on how long CTAs stay in statuses.  For example, we populate CTAs with New.  We'd like to be able to report on how long it stays in New before it is moved to another status by the CSM. Same with any subsequent moves.  

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I
15 days ago
S
Shoshin
sarah.kenneyShoshin
asked in Reports & Dashboards

Maintaining Reporting & Dashboards

Hi All, I’m writing to see if anyone has any tips on reigning in dashboards and reporting with their executive team. Right now, we have over 760 active reports and 46 dashboards. My executive team wants to see every report broken down by product, region, service tier, solution, program, as well as over time. In addition, they don’t want to use global filters because they want the graphic to show comparisons over each of these characteristics above. Because there’s a limit to 30 widgets on a dashboard, I have to create an Executive Dashboard 1, Executive Dashboard 2, etc. It’s been overwhelming maintaining this much reporting and dashboards for our teams (especially when we’re still new to Gainsight and foundational changes are still being made). I’ve tried to narrow the scope and focus our leadership team on (1) Defining the purpose of the dashboard (2) understanding what KPIs should be included (3) and align on the appropriate design. Then, if they need ad-hoc reporting, I can always

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matthew_lind
MVP
15 days ago
P
Shoshin
pchoeShoshin
asked in Reports & Dashboards

Scorecard Report - Week over Week Changes

Is there a way to create a report that shows week over week changes? I would like it to show the Current Score for the current week and the Previous Score from the week prior. Also any changes in the measures would be great as well.

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sakshibansod
Gainsight Employee: Rookie
15 days ago
spencer_engel
ACE
spencer_engelACE
asked in Reports & Dashboards

Is it possible to load multiple contacts from Timeline back to SFDC Events?

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.

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HollySimmons
All Star
16 days ago
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Shoshin
abhijeetbakareShoshin
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

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M
1 month ago
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HeatherDeeRegistered User
asked in Reports & Dashboards

Report showing all users within a group and all users in that group who have logged in

I am trying to build a report that shows all users within a specific User Group and include the # of times they’ve logged in within the last 30 days.I was able to build a report that shows the total # of times a user has logged in, but cannot figure out how to show users who have NOT logged in.  Hence why I want to see the full user group in the same report.

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S
Veteran Rookie
1 month ago
K
kvineRegistered User
asked in Reports & Dashboards

Date Value in Spreadsheet needs to be converted

Hi,I wondered if this is common but when I download a report from gainsight that contains a date value its not a recognised date in excel, so I need to perform a convert using the =datevalue formula.Is this a common issue? or is there an easy way around it?

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K
1 month ago
M
Shoshin
ManoelShoshin
asked in Reports & Dashboards

Dashboard doesn't reflect report data

Hi, folks!I’m having trouble with a report that is in one of my dashboards. The field value, when filtered individually by CSMs, doesn’t reflect the data when filtered in the reports. Any insights on how I can fix this?

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W
Veteran Rookie
1 month 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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bradley
Grand Slammer
1 month ago
ElleShutty
Gainsight Employee: Shoshin
ElleShuttyGainsight Employee: Shoshin
posted in Reports & Dashboards

Unified Scorecard Fact Reporting: Tips for Beginners

The Unified Scorecard Fact objects can be very useful in reporting, but they take some time to get familiar with when you’re starting out. I’ve pulled together some of the important things to know when building a report with this data. I also walk through a sample use case and show an example report. Tip 1: There will be a row for each Measure, Measure Group, and Rollup. The “Level Type” field under the Measure Id lookup clarifies which of those three each row is for. Tip 2: This object includes both active and inactive rows. Inactive rows are for items that no longer apply to that company or relationship. There is an “Active” field at the top level and also under each Lookup. Tip 3: The “Prior Score” shows whatever the second most recent value was, even if the score was changed multiple times in quick succession. Look at the Account Scorecard History object to see a weekly and monthly snapshot of scores. Tip 4: “Modified Date” and “Score Modified At” are two date fields that are trigg

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ElleShutty
Gainsight Employee: Shoshin
2 months ago
P
Shoshin
pchoeShoshin
asked in Reports & Dashboards

Reporting - Historical Call to Action Data

We want to see how many times a CSM had a On Track status for a specific type of CTA and we want to see this YTD, is it possible to see this now? This is to help determine KPIs for our CSMs.

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P
Shoshin
2 months ago
G
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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jenniferpa
Team Captain
2 months ago
K
Shoshin
kate_wigglesworthShoshin
asked in Reports & Dashboards

Shareable Link from Report Builder

In SFDC Classic there was an individual url link created in GS Report Builder which you were able to share, however in SFDC Lightning’s version of GS Report Builder there is no unique url- each report you create is just “lightning.force.com/lightning/n/Report_Builder” without a report specific link at the end.  Is this a feature that could be reinstated? 

3
P
Shoshin
2 months ago
K
Champion in Training
kumaranbcakChampion in Training
asked in Reports & Dashboards

Horizon Analytics - Reports - Field Display Name

Hello Team,  I think this is something useful for all the Gainsight Admins and end users. Let's say I am creating a report and I am adding 5 fields (A,B,C,D,E) in Show me section. I am changing the “Field Display Name” of 2 fields from A to X and C to Y respectively.  Now, I am adding a field to the Group By section. This is where the issue happens. The field display names of A and C will be automatically changed from X to A and Y to C. I will have to change the Field display names once again.  The unfortunate situation here is, Horizon Analytics report builder doesn't give the option of Undo and Redo.  

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bradley
Grand Slammer
2 months ago
jake_smith
jake_smithRegistered User
asked in Reports & Dashboards

Ability to have attachments at the surface level of C360

We have a user that would like the ability to view any sort of an attachment on the C360. For example, we have a recent architectural review done for a customer and saved down to a pdf. For quick reference at any point in time it would be nice for the team to be able to jump to that account page and pull up that review at any time. We know the ability to use attachments in Timeline, but that requires some digging. Is there reporting functionality that would allow us to show a related list for timeline entries that have attachments?

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RebeccaRandle
Shoshin
2 months ago
spencer_engel
ACE
spencer_engelACE
published in Reports & Dashboards

Scorecard report: How to show scorecard measure improvements and declines

A very common request I get during Admin Office Hours is "how do I show improvements or declines in scorecard measures or overall score" This tends to be an important thing for Customer Success teams (and other teams too!) to see and either learn why things are going well or what's going wrong and course-correct. Let me know if you have any questions in the comments! [video]https://player.vimeo.com/video/359173074[/video]

6635
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Shoshin
2 months ago
M
Champion
MelissaCChampion
asked in Reports & Dashboards

Reporting on Success Plan Tasks

Is there a way to report on the status of a task within a success plan?Thanks:)

3
darkknight
Grand Slammer
2 months ago
P
Shoshin
pchoeShoshin
asked in Reports & Dashboards

At Risk Score - Last 3 Months Reporting

Is there a way to create a report that shows accounts that were At Risk (health score of less than 80) each week for the last 3 months? I tried using the Account Scorecard History object to create this but there’s only Current Score and Previous Score and those only show me the current week and last week’s score. 

2
P
Shoshin
2 months ago
ElleShutty
Gainsight Employee: Shoshin
ElleShuttyGainsight Employee: Shoshin
posted in Reports & Dashboards

How to Optimize the Performance of your Reports and Dashboards

  Gainsight has powerful tools for viewing and analyzing your data. Those include our Report Builder, Data Designer, and Dashboards. If you are running complex reports on a large dataset, you may want to optimize the performance of your reports and dashboards with some of the tips below.ReportsAvoid the “Contains”, “Starts With”, and “Ends With” filtersThe “Contains” filter is a very intensive search operation and can be very slow to return. Instead, we recommend using an Equals filter whenever possible. “Starts With” and “Ends With” will also result in a slower search than Equals.Avoid overly complex Advanced LogicWe allow for complex formulas to be built in the Advanced Logic section of reports. If you are trying to perform complex logic on a large dataset, you can see slowness. We recommend finding ways to simplify the logic so the report can return quicker.  For example: Instead of having three filters for Region = One, Region = Two, Region = Three      With Advanced Logic of (A O

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ElleShutty
Gainsight Employee: Shoshin
2 months 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.

41
W
Veteran Rookie
2 months ago

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