header
Solved

Data Designer Beta Feedback

  • 7 November 2019
  • 4 replies
  • 174 views

Userlevel 6
Badge

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?

icon

Best answer by dan_ahrens 8 November 2019, 02:49

View original

4 replies

Userlevel 5
Badge +1

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

Userlevel 5
Badge +1

@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?

Userlevel 6
Badge

Testing that now, thanks!

Userlevel 7
Badge

@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

Reply