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Reports & Dashboards

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

  • 468 Posts
  • 1,602 Replies
elliot_hullverson
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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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Data Designer Demo Available Now

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468 Posts

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dariabrainerd Veteran Rookie

How can I show two data sources on one report?

I am trying to see a dashboard view of transactions plotted against closed won CTA's over time. The goal is to see a direct correlation between CSM activity (QBRs, Meetings, Success Reviews, etc.) and Customer Transactions. I'm not having luck pulling in these two data sources in one view for this p...

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1 day ago
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katerina_nemcova_9fa1af Champion in Training

Creating reports & dashboard using multiple MDA objects

Hello I'd like to create a dashboard to track our new product users and to see whether they have started using our product or not, any training they have completed, webinars attended, etc. This info is stored in approx 5-6 different MDA objects - I can create the extract using Bionic rules bu...

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1 day ago
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stella Shoshin

Can I create a report using multiple data sources?

Can I create a report using multiple data sources?  My sense is that this may now be possible with bionic rules.

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1 day ago
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a_heller Shoshin

Getting error when trying to "group by" Formula (Text) SFDC Field
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I am getting an error that I am not able to group by a Formula (text) field from SFDC. Is there any way around this? I need to be able to report on ARR by product line.

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4 days ago
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katie_b Champion in Training

Why are the Context ID and External ID fields mapped in a program Text fields on the flattened object?
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I’m not sure if this is better submitted as a question (because it doesn’t make sense to me) or an idea (because it needs to be changed) but here it goes! Why are the Context ID and External ID fields mapped in a program Text fields on the flattened object?    We are attempting to update our rule tr...

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4 days ago
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TalAmor Gainsight Rookie

Create a report using several Gainsight objects
Solved

Hi, I need to create a report which consists of data from 3 different Gainsight objects - Company, Healthscore and Timeline Activity. At the moment this is not something that can be done by classic report builder capabilities, any idea how I can still build such a report?   Best, Tal

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6 days ago
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spencer_engel Gainsight Employee: Golden Ruler

How to Correctly Import Your Managers and Build a Manager Dashboard

A common question we get during our Office Hours sessions is how to properly import manager lookups into Gainsight. This is important to get right in order to be able to set up CSM Manager dashboards, use Manager emails for Journey Orchestrator Programs, and much more.    Here is a ~10-minute video...

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6 days ago
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kendra_mcclanahan Gainsight Employee: Veteran Rookie

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 Gainsight org. If you have, I’d love to learn more about your use cases and what’s working really well for you (so I can use it in my own org )   Here’s a short...

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7 days ago
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andreammelde Veteran Rookie

Lookup on dataset created from data designer?
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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?

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8 days ago
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spencer_engel Gainsight Employee: Golden Ruler

Searching for the easiest way to report on who sends email assist tasks
Solved

I have a customer who wants to create a C360 report on recent emails sent - most of which are via Email Assist. They have multiple people who touch accounts, so the person who actually sends the email could vary (it's not just automatically the named CSM for the account).  My question is: Is t...

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9 days ago
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Bmeuchel Shoshin

Is it possible to report on accounts with a stale score?
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I’m looking to report on scores that have been set to stale using validity period.  We currently have it set that scores will become stale after 12 weeks.  Is there a way to report on this?  If not, what are some work arounds that are being used? 

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11 days ago
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andreammelde Veteran Rookie

Reporting/ Data Designer: How can I report on a CTA email task and join to the email log data?
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I want to be able to join the CTA email task with the email log data. How are these connected?

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12 days ago
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a_heller Shoshin

Creating a "bucket field" in Reporting
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Is there any way to create a rule to add a column to my reports in order to group accounts by specific data? I would like to create a formula that looks at # of employees field on the account object and buckets the account based on segment. 

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12 days ago
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jason_metzler Veteran Rookie

business review schedule - Calendar view

Our executives would like to be able to see a list of upcoming business reviews that are scheduled. We have a rule that fires the CTA, but there's nowhere to record when, where, and with whom a business review will be held. I've tried using a timeline activity and logging it for a future date, but...

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13 days ago
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jriva Veteran Rookie

Report - CTA name: Count/Aggregation vs. name alone
Question

I’m trying to add the CTA name to a report that was created by someone else. When I choose the object path CTA>Name as I normally would to display this info:   Instead what I get is the Count of Name:   What am I doing wrong? Is there a way to include the CTA name as a “Show me” field in this rep...

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15 days ago
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acote Veteran Rookie

Data Designer - Account, Relationship, etc. not clickable in report builder

When I used the data space I created through Data Designer in report builder, the account, relationship, CTA, etc. data was plain text vs clickable links. Is there a plan in the works to make those clickable? It would definitely be helpful to allow us to use these data sets in dashboards.

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20 days ago
lila_meyer Gainsight Community Manager

Data Designer Demo Available Now

Data Designer Demo Available Now

The new Data Designer, released for all customers in November’s 6.8 release, brings cross object reporting, advanced data transformation, and next gen analytics to the Gainsight CS platform.Today, our Sr. Product Manager, Rakesh Reddy Kondam, shared an overview of the core capabilities and benefits,...

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1 month ago
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ana_g Champion in Training

Data Designer Feedback

A few notes:After adding filters and then saving the dataset, if I navigate to filters again it tells me “Select valid filter configuration” despite already having done so and I am unable to navigate anywhere else or even save. I have to reclick the filters as if I made a change and then I can save...

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1 month ago
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Nsimon308 Shoshin

Is it possible to layer graphs, widgets, reports and dashboards on each other

Is it possible to layer graphs, widgets, reports and dashboards on each other. If I have a column graph that shows all my CSM’s and the total # of accounts. I would like to be able to click on the column of one CSM and have another column graph open with that CSM’s accounts showing the health of tha...

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1 month ago
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dan_ahrens Gainsight Employee: ACE

Sharing dashboards using CoPilot - How To Guide

With Gainsight's new sharing capabilities, you can now share dashboards, C360/R360 sections and success plans. While C360/R360 pages can be shared via CoPilot, you can't do this with dashboards straight out of the box. But....there is a workaround that I'll explain below. Please note that thi...

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1 month ago
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lerkatron Shoshin

Can attribute section fields narrow the selection in other fields?
Question

Hi everyone, Can attribute fields be made in a way so that e.g. if the end-user picks X in field A, then the selection in field B is narrowed based on this information? I hope I am making myself clear!

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1 month ago
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Dkirkpatrick Veteran Rookie

Who has created a report in pie format that shows a CSM's health scores by color for a dashboard?
Solved

I am trying to create a report fo the CSM dashboard that shows their account’s healthscores in a pie chart format and if they click on the pie chart, they see the underlying accounts.  I want the chart to be color coded and I would like a 4th color for accounts that do not have a health score.  

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1 month ago
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Nsimon308 Shoshin

Widget and report are same data but show different total
Question

I created a report to pull all the renewals for the current FY and then adjusted the report to pull the sum of the data into a widget and the totals are off. I exported the data from the report and widget into Excel to compare and the data is the same but the outcome is different. Has anyone else en...

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1 month ago
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davebrown2242 Veteran Rookie

Using global filters with Unified Scorecard Fact - Company Mass Edit type report
Solved

Hello GS Admins, We recently launched Scorecard 2.0 and I started looking at dashboards and reporting for the new scorecard measures.  I love the functionality of the mass edit report, but I realized quickly how the fields available to us admins is extremely light for company fields. When I add a fi...

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1 month ago
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elliot_hullverson Gainsight Employee: Shoshin

Data Designer Use Case: Tracking Accounts without a Timeline entry
No Status

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 leverage this awesome new feature.  Below is a quick win configuration on how you can help your CS team keep track of accounts that might not have a timeline en...

51 1
1 month ago

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