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Reports & Dashboards

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

  • 455 Topics
  • 1,562 Replies
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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spencer_engel
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spencer_engel
started this topic

Scorecard report: How to show scorecard measure improvements and declin...

A very common request I get during Admin Office Hours is "how do I show improvements or declines in scorecard measures or overall score...
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455 Topics

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darkknight Grand Slammer

Report Builder filters not consistent
Question

  I previously created a Data Designer dataset called Opportunity with Roll-Up and Scorecard. Today I am trying to identify all reports built off of that dataset because we are making changes to our Scorecard. When I pull up Report Builder, and filter on Source Object: Opportunity with Roll-Up and S...

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9 hours ago
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jriva Veteran Rookie

CTA Compliance Reports: rule-created or management assigned CTAs only?
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Brand new admin here just starting to dig into reports.   We’d like to report on CTA compliance for CTAs created by rules only and manual CTAs assigned by management (2 separate reports). We’re less interested in CSM’s CTA compliance on their CTAs they’ve created themselves for day to day tasks.   H...

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1 day ago
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werickson Gainsight Rookie

Export and custom colors (get rid of the pink)
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When Exporting a dashboard, some charts defaults to nursery blue and pink, and limits the ability for me to automate chart exportation for my QBR Background I have my default color palette set up to change the default colors (To one that adheres to my corporate color palette) I have custom colors de...

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1 day ago
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tsmorin Shoshin

Creating Custom Date Fields

Do we currently have the ability to create custom date or date/time fields based on other date fields? For example, if I have a set date field and I'd like to create a new custom field to show me the date 90 days out - can this be created within the MDA and/or Gainsight native reporting? I'...

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7 days ago
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kytpowell Gainsight Rookie

Using Global filters across different objects
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Hello -   I am trying to better understand the best way to use global filters when a dashboard has reports spanning across multiple different objects. I have a dashboard that is reporting on multiple objects (Scorecard, CTAs, Success Plans, a Dataspace, and a custom MDA table). But since I have to a...

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7 days ago
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andreammelde Shoshin

Lookup on dataset created from data designer?
Question

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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7 days ago
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phil_hart Veteran Rookie

CTA: Report on CTAs Created Manually by CSMs
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We're looking at reporting on Gainsight adoption by individual CSMs on the team in addition to the weekly Usage/Habit reports from Gainsight. In addition to CTAs closed, it would be good to report on CTAs created manually by CSMs instead of using to-do lists etc or solely working from the automated...

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8 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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13 days ago
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kytpowell Gainsight Rookie

Trending Healthscore Report
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Hello -    I am trying to figure out the best way to report on a trending healthscore (overall) report at the relationship level. I am using the Relationship Scorecard history, and grabbing the overall score field. Though it seems that when I use this, the results do not show in Green, Yellow or Red...

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15 days ago
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shiv_kumar_katiyar Gainsight Employee: Team Captain

Support Custom Color for formula text field.
Question

  As per this doc we cannot set custom colors to the values in the lookup fields, GSID and numeric data types.  https://support.gainsight.com/SFDC_Edition/Reports_and_Dashboards/Admin_Guides/Color_Settings_in_Reports_How_it_Works Can we have this feature extended to Formula Text field?  

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15 days ago
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keith_mattes Champion in Training

Call to Action Reporting: Type Field "Exclude" function does not work w/out coersion
Question

As a Gainsight Administrator, when I configure reporting on my “Call To Action” object and set a Filter for “Type” to “Exclude” a value it will prompt me for “ [object Object] “ and will subsequently fail to save with an “impossible criteria” condition. Workaround :​​​​​​ Save your filter on the TYP...

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16 days ago
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jd_griffis Veteran Rookie

Need to handle multiple currencies
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There does not seem to be a way for Gainsight dashboard views (or reports) to handle multiple currencies. For example, we have an ASF field that is displayed. In Salesforce, that field can be $, pounds, or Euros. Gainsight only allows one currency symbol, so 100 Euros shows as $100. We are working a...

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16 days ago
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joe_difilippo Team Captain

Ability to report on customers with and without success plans
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Hi all, I am currently working on a way to report on customers that have success plans and those who do not. Given the current configuration, I have all of our Success Plan data within a data space.  Use Case: Attempting to develop a report for management for customers with a CSM Meter score <= 5...

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19 days ago
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shannon Veteran Rookie

Data Designer - search is real slow and locks up
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Using the data designer - when searching for fields in step 2, I notice it locks up and takes a noticeable longer time to respond when compared to how search reacts in rules. Is anyone else experiencing that? Is it just the shear number of objects that are available?

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22 days ago
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darkknight Grand Slammer

Data Designer keeps crashing
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I’m having a great deal of trouble with Data Designer.  I understand that when using Salesforce objects there are performance issues due to lookups so I’ve kind of made my peace with how slowly it responds for now… But I am running into an issue trying to add multiple filters to a dataset  built off...

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22 days ago
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emilydavis Shoshin

Inactive customers in key interactions
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Does anyone have Gainsight configured for key interactions with “inactive” customers to pull through to their metrics? We use key interactions (meetings or scheduled calls) as a KPI and would like to include inactive customers in our reporting. For example if a CSM attends a pre-sales meeting with a...

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29 days ago
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jpmehlhaff Gainsight Rookie

How to report on accounts stuck with same account health for multiple weeks
Question

Use case: My mgmt team would like to easily flag accounts that have been stuck in a specific account health score for the last 6 weeks. We already have reports to surface when an account moved from one score to another WoW. However, we don’t want to lose sight of the accounts that remain in yellow o...

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2 months ago
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Robert_DeLaO Shoshin

How long does it take for updates to flow to reports/dashboards
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Does anyone have any information on how long it takes for a stage/status update on a Customer 360 to flow to reports/dashboards?  It doesn’t seem to be immediate and would be interested in knowing the time it takes.  I did check the reporting/dashboard FAQs and TS docs but didn’t see anything. Than...

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2 months ago
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sierra_evans Team Captain

Highlight Field to Modify Dismisses Window
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Does anyone else notice that clicking to highlight text in a field and dragging left past the field entry dismisses the window you are attempting to edit? I notice this in many areas of the application including reporting, community, etc. and it is a major annoyance. I often click at the end of a st...

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2 months ago
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spencer_engel Gainsight Employee: Golden Ruler

Tips on calculating rolling survey scores?
Question

I believe this is rather easy to accomplish in Excel, but I’m struggling in Gainsight both with the Report Builder and even with Data Designer. Here’s an example:    I want to report on a rolling 3-month CSAT average, shown week over week. Right now I only have a few weeks’ worth of data, so here’s...

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2 months ago
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keith_mattes Champion in Training

Gainsight Standard Permission Set Includes Access to Report Builder
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As a Gainsight Admin, I expect to have control over who has access to reports, data objects and other Administrative abilities through the user permissions interface. It has been discovered that if a link is shared with a Standard Gansight User that links to the Report Builder Visual Force page th...

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2 months ago
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kytpowell Gainsight Rookie

Data Designer Visualizations in Report Builder
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Hello -    After watching the demo of Data Designer it appears to be a more robust version of Data Spaces with visualization. We were hoping this would be a bigger overhaul of report builder where the visualization and exploration functionality would be more enhanced.   I know currently, if you buil...

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2 months 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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2 months ago
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shiv_kumar_katiyar Gainsight Employee: Team Captain

More visualization type in report for (1,3) -(show, BY)combination.
Question

Hi there, I have a customer who has created a Scorecard Habit report(Account History object) with combination as (Show, BY) -(1/2) and has got a stacked bar. Now she wanted to have third group by field - CSM, to show the current week trends for each CSM side by side. But once she add this third fiel...

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2 months ago
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SamHarrington Shoshin

When will mass edit reporting have the same capabilities and standard reporting
Question

Hi all, I had and issue where I was creating a report on using the unified scorecard as my data source, there were many fields that were in the Standard report that were missing from the mass edit report.  The link to the case is  https://gainsight.zendesk.com/hc/requests/91440 

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3 months ago

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