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Data Designer Beta Feedback

  • 7 November 2019
  • 4 replies
  • 78 views
angela_domenichelli
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I just added a report built on a merged object from Data Designer to ac360 layout ad the report did not filter for the single account.  It showed all of the results for all accounts.  Is this expected?

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Best answer by dan_ahrens 8 November 2019, 02:49

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Angela Domenichelli (She/Her/Hers)

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dan_ahrens
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@angela_domenichelli  - did your report have a unique Account ID as one of the columns of data? More info here: https://support.gainsight.com/SFDC_Edition/360/Admin_Guides/Configure_the_Customer360_Details_(C360)_Page_and_Section_Types#Configure_Related_List_and_Embedded_Page_Sections

CS Ops and Digital Scale @ Atlassian
angela_domenichelli
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Testing that now, thanks!

Angela Domenichelli (She/Her/Hers)
andreammelde
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@dan_ahrens  I am running into this too. I have SFDC Account ID and Gainsight GSID but it won’t filter on either. Is there a different ID i should be pulling?

Andrea Carroll
andreammelde
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it’s working now - I think just needed a refresh

Andrea Carroll

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