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Gainsight Inc.

Catch-up on Reporting Enhancements

May 2019: 6.3 Release

You can gain deep customer insight with Reports and Dashboards. Gainsight’s ability to blend together multiple data sources provides a structured, holistic picture of the customer across all types of vendor/customer interactions. Using an intuitive interface and compelling visualizations, each of your customer-facing functions can build their own strategic view to get actionable insights, fast.

  1. 6. Comm.png Formula Fields in Reporting: The Report Builder now offers a new functionality called Formula Fields. With Formula Fields in Reporting, admins can instantly create a formula field in Report Builder, based on their business requirements. These reports can then be consumed in all other functionalities of Gainsight, like: Dashboards, C360/R360, Success Snapshots, etc.

    Currently, in Gainsight, admins can also create Formula Fields in Rules Engine and Data Management, and can use them in reports.

    You can create Formula Fields of String, Date and Number Data Types.

    Formula fields can be applied only on MDA objects and you cannot create formula fields on the following objects: Email Logs, Email Raw Events and Unsubscribed Emails.

    Business Use Case:

    For instance, as a CSM you may want to know the number of days a participant has taken to respond to a survey feedback, you can now achieve this by using Date Diff function in the Formula Fields.

    The Date Diff function calculates the difference of days between the “Survey Sent Date” and “Responded Date”, and displays the number of days a participant took to respond to a survey.

    To perform this in a report:
    • Navigate to Administration > Analytics > Report Builder.
    • Click + REPORT to create a new report (or) you can use the existing report, if you wish to.
    • Select the required Object on which you want to create a report.
    • Add the required fields to Show me and By.
    • Click the + button.
    • Click +FORMULA FIELD. The Add Formula Field window appears.
    • Enter the following details
      • Field Name: Enter the display name as Participant Response Duration.
      • Data Type: Select the Number data type.
    • For the Date Diff function, provide the following information:
      • Start Date: Select the Survey Sent Date field from the dropdown list.
      • End Date: Select the Responded Date field from the dropdown list.
      • Interval: Select the Day as interval from the dropdown list.
    • Click ADD to save the Formula field. You can now see the created Formula field in the report.

7. Config FF 1.gif

Users can also apply this formula field as a filter based on their business needs. For example, if you want to look into all the participants who took 2 or more days to respond to a survey. You can apply the formula field created as a filter and input the value is greater or equal to 2 days.

8. Filters.gif

If you want to know the average duration a participant has taken to respond to a survey, you can even apply Average function from Column calculations.

9. Average.gif

Note: If you have created multiple Formula Fields in a report and have used only a few, then while saving the report you will see the following confirmation message:

10. Error.png

For information on how to create formula fields on String and Date data types, refer Formula Fields in Reporting.

April 2019: 6.2 Release

Report Builder enables admins to build powerful table, bar, bubble and other chart types on any Gainsight standard or custom objects. Report Builder allows you to visualize your data from Gainsight, any Salesforce Object and Matrix Data Analyzer (MDA), in charts as well as in tables.

  1. Introducing “Includes” Operator in Filters: Previously, in Report Builder, you may have had to apply multiple filters and use advanced logic to filter a report with multiple values for a single field. But, with this release, the filter component is enhanced with an “Includes” operator, which allows you to filter the report with multiple values on a single field, in the same filter. The multiple values selected are treated as an “OR” condition.

    You can apply “Includes” operator on the following data types:
  • String
  • Email
  • GSID and SFDC ID

15. Includes Operator.gif

If you want to apply Includes operator on a String data type, type/add the required value, and then press Tab to add the next value to the filter.

16. String Data type.gif

Limitation: You can add a maximum of 10 values per filter.

Use Cases:

  • As a CSM, you may have to filter a report on your dashboard for companies like "Starbucks, Walmart and Disney", you can achieve this by using a single filter called INCLUDES, without having to use multiple filters and advanced logic.

  • As a CSM Manager, you may have to filter a report for all CSMs you are interested in, you can achieve this by using a single filter in report builder.

Once you apply the “Includes operator on a report, and add this report to a dashboard, CSMs will be able to see the “Includes operator on Gainsight Home as well. The “Includes” operator enables the CSMs to add new values or remove the existing values for a field in single filter.

Note: You can see Includes operator in all the other functionalities (Cockpit, Rules etc.) of Gainsight, which use this filter component.

17. Includes in Home.gif

  1. community logo.pngServer Side Sorting in Tabular Reports: Previously, when you sorted the records in a report, it only applied the sort to the records in the browser. With this enhancement, Sorting is moved to the Server side, so that sorting occurs on the entire dataset, not just on the data in the browser. Server side sorting is available for all Tabular reports.


Notes: 

  • Server Side Sorting is also applicable for Drill Down reports.
  • Server Side Sorting is applicable in all the consumption areas. Example: GS Home, C360, etc.


Limitation: Server Side Sorting happens on the resultant data displayed after pivoting the reports.

18. Sort Server Side.gif

  1. community logo.pngServer Side Column Search for Row Grouped Reports: Previously, for the row grouped reports, column search was limited to the records available on the browser (based on the report read limit configured in your org). With this enhancement, Row grouped tabular reports are now enabled with Server side search, where you can search for the records on the entire dataset in the Server side.

    Note: Server Side Column Search on Row Grouped Reports is applicable in all the consumption areas. Example: GS Home, C360, etc.

    Limitation: Pivoted tabular reports will search for the records only from the browser, and other tabular reports will have server side.

19. Search Server Side.gif

  1. community logo.pngPersist Column width for Tables and Drill Down Reports: Previously, in the report page and drill down page, when you modified the column width in tabular reports, the column width reverted to the original state after saving the report. With this enhancement, the column width persists in tabular reports, both in the report page and drill down page.

    Limitation: For pivoted reports, column width persistence is allowed only on the non-pivoted columns.

    Below are sample snapshots from Report and Drill Down pages:

    Report Page View

20.Table width.gif
     
    Drill Down View

21. Table width Drill down.gif

  1. community logo.pngPersist Column Order in Drill Down Reports: Previously, in the drill down page, when you changed the column order, the column order reverted to the original state, after saving the report. With this enhancement, the column order persists in drill down pages.

22. Table column Drill down.gif

  1. Persist Renamed field value in Drill Down reports: Previously, in the Report Builder page, when you renamed/changed the field name in the Show me/By section, the renamed field values were not shown in Drill Down reports. With this release, the renamed field values are available in Drill Down reports as well.

23. Rename Field Values.gif

February 2019: 6.0 Release

N/A

January 2019: 5.22 Release

N/A

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