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Gainsight Inc.

Tutorial: Hierarchical reporting using Data Spaces

In this tutorial, you will create a hierarchical report using a Data Space. The CustomerInfo object contains fields about the CSMs and their managers within a reporting chain. Using the CustomerInfo object, a Data Space is created with all the manager fields, and then this data space is used in creating a report to filter data based on a specific region, team or reporting chain. 

To create a data space with hierarchical reporting: 

  1. Navigate to Administration > Data Spaces
  2. Create a new data space using the Customer Info as the source object. 
  3. Add the following fields: 
  • MRR
  • NPS Score
  • ARR
  • Renewal Date
  • Orig. Contr. Date
  • Full Name (Customer Info → Account → CSM) labelled as Manager 1
  • Full Name (Customer Info → Account → CSM → Manager ID) labelled as Manager 2
  • Full Name (Customer Info → Account → CSM → Manager ID → Manager ID) labelled as Manager 3
  • Full Name (Customer Info → Account → CSM → Manager ID → Manager ID → Manager ID) labelled as Manager 4
  • Account Name
  • Id
  • Email 
  • Score 
  • Region 
  1. Click SAVE. Provide the name for the data space; for example Regional Manager Reporting
  2. Go to Administration > Report Builder
  3. Create a new report using the new data space source you created (eg. Regional Manager Reporting).  
  4. Add ARR and NPS Score in the Show me fields. 
  5. Add Region to the By field. 
  6. Add Manager 4 as the filter field and type the current user name. The report will be filtered based on the CSM selected in the Filter area. 

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