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Gainsight Inc.

Reports and Dashboards Limitations (Horizon Analytics)

Gainsight NXT

This article supports Gainsight NXT, the next evolution of the Customer Success platform. If you are using Gainsight CS Salesforce Edition, you can find supporting documentation by visiting the home page, and selecting CS > Salesforce Edition.

Not sure what your team is using? Click here.

 

Introduction 

This article explains about the limitations in Reports and Dashboards. The following are the reporting preview and export limits in Report Builder, Gainsight Home Dashboards and C360.

Report Builder 

  • Group By field limit: 10

Export as Excel 

  • You can export the report to excel based on the Tenant configured report read limit of 100k.

Report timeout 

  • 30 seconds (Mongo can have maximum document data as 16MB).

Dashboard Export 

  • PPT max. records 500 with 50 slides

  • Max. # of reports per Gainsight Dashboard: 25

  • Downloading the dashboard as PDF will not capture data from third-party widgets like Tableau since Gainsight does not store these Session IDs

Other limits 

  • When you add a Date field to the Show Me section and have applied a Min/Max function, with a field in the By section. You can only see the tabular report, but not the other visualization types. This behavior is applicable for MDA Objects and for SFDC objects, you will not see the Min/Max function on the Date Fields added to Show Me.

  • Decimal places should be supported for three digits only.

  • For Gainsight objects, you cannot create multiple reports with the same report name, even if you try saving the report, it will not be saved to the report repository. Alternatively, you can prefix or suffix some additional text and then save the report. 

  • When you login to Gainsight NXT via Salesforce, you cannot create reports on the Salesforce custom object if the name of the Salesforce custom object is the same as the Gainsight packaged object.