This article will walk you through how to add a new report type to be utilized in Salesforce reporting. This will enable you to report on additional Gainsight objects such as CTAs and Surveys. In the first example, we want to build a report based on opportunities that will also show the current customer health from the overall scorecard score. The examples at the bottom of the article show how to create reports on the Scorecard Fact object.
Creating Custom Report Type
Navigate to your name in the top right corner of the screen. From the drop down menu, select Setup.
Select Report Types under App Setup > Create.
Select the "New Custom Report Type" button.
Define the Custom Report Type
In this example, our Primary Object will be Customers Info, and in the next step we will also incorporate the account and opportunity objects.
Under deployment, if you check "In Development", it will not be visible to all users. "Deployed" means it will be an active report type.
Define Report Records Set
In this example, we will have three related objects. The first will be Customers Info, followed by Accounts, followed by Scorecard History.
Review Custom Report Type
After selecting all of the objects, you will see an overview of the newly created report type. You will have access to some fields from each object. To add more available fields for filtering and data points, click Edit Layout, next to Fields Available for Reports.
Fields Available for Reports
From this view, you will be able to see each object and the associated fields. To add additional fields you will:
- Choose the object to view
- Click "Add Fields Related Via Lookup"
- Click the hyperlink to view fields
- Check the fields you would like to add and click ok
Click Save when you have added all fields. Your Custom Report Type will now be available for use when creating new reports.
Example: Scorecard Reporting via SFDC
Follow the steps below to create a new report type in SFDC off of Scorecard data.
1. Choose the Scorecard Fact Object as the primary object.
2. Click Save.
3. Click Edit layout to add additional fields to the report.
1: Metric Name is pulled from the MetricID Lookup filter
2: Scorecard Comment is pulled in from the Account > Customer Info relationship
3: Current Score (rollup of all metric scores) is pulled in from the Account > Customer Info relationship
Continue to add fields or just click Save.
How to Create a Salesforce Report on Scorecard Metrics
1. Under the + button in the Salesforce ribbon, click Reports.
2. Click New Report to begin setting up the report.
3. Choose Accounts with Scorecard Fact.
4. Choose appropriate fields to report on. In this example I have chosen: Account Owner, Account Name, Current Comment, Last Modified Date, Current Score ID and Metric ID.
You can search for specific fields in the top left search box (notated with number 1).
5. Click Run Report to view the results of the report and export as needed.