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Gainsight Inc.

Catch-up on Reporting Enhancements

September 2017: 5.9 Release

Automatic Updates:

  1. GainsightCommunity_Icon_20x20 (1).png Global Filter for Dashboard: The Global Filters functionality enables admin to create filters at the dashboard level. These filters can be applied to one or more reports on a dashboard. The reports can be built on different objects and the objects can originate from different sources like SFDC and MDA. This functionality reduces the number of filters required on each report on a dashboard, which in-turn reduces the number of dashboards required for each team, member, or reason. Global Filters can be configured in the Dashboard Builder page.

For more information about Global Filters, refer to the Global Filters for Dashboard article.

  1. Report title is embedded in exported report image: When you export a report as an image, the title of the report is now embedded in the exported image. The title is placed at the top, boldfaced, and center aligned.

  1. Show graph element when color legend is selected: When you click on a color legend in a graph type report, the graph now displays only the selected element and hides all the other elements (previously, the selected legend was hidden). For Windows users, if you want to view multiple elements on a graph and compare, you can press and hold the “Ctrl" key while selecting multiple color legends. If you are a Mac user, press and hold the “Command" key while selecting multiple color legends.
    1. Navigate to Administration > Analytics > Report Builder.
    2. Select any graph report. Or create a new one by following the instructions in the How to build basic reports article.
    3. In the report, click on any element in the color legend to view the data pertaining only to the selected element.

Note: The new behavior is NOT honored for Stacked Bar, Stacked Column, Packed Bubble, and Pie Chart type of reports. We are working towards making it available for all types of visual reports in a future release.

  1. New datatypes are supported in Reporting: The following new datatypes are now supported in Reporting:
  • Rich Text Area: This datatype is used to store large amounts of data, and is typically used for storing comments or notes. It supports up to 15,000 characters, and the length of the text field is configurable. It supports all characters and basic styles and formatting like In-line, New-line, Bold, Hyperlinks, and so on. Example of a report with a Rich Text Area datatype field is depicted below:

  • Multi Select Dropdown List:  This datatype is used to store multiple values for a single record. For example, a field like “Customer sensitive information”, which contains multiple items like Support tickets, Escalated incidents, Bugs, and so on. Example of a report with a Multi Select Dropdown List datatype field is depicted below:

For information on how to create these datatypes, refer to the Data Management section.

Incremental Improvements:

  1. Folders for managing dashboards in Dashboard Builder: Admins can now organize dashboards into folders on the Dashboard Builder page. By default, folders are sorted alphabetically at each level and existing dashboards are stored in the Uncategorized folder.  


    
    To organize dashboards into folders, perform the following steps:

  1. Navigate to Administration > Analytics > Dashboard Builder.
  2. Click the + icon on the left menu. The Add Folder pane is displayed.
  3. Select the folder structure where you want the new folder to be added.
    Note: All new folders will reside inside Home, which is the root folder.
  4. Enter a name in the Folder Name field.

  1. Click ADD. The required folder is added.
  2. To edit the name of a folder, click the edit icon after selecting the folder.
  3. To delete a folder, click the delete icon after selecting the folder.
    Note: If the folder contains a subfolder or dashboard inside it, the system displays a message specifying that the folder cannot be deleted.

You can perform the following actions once the folders are created:

  • Move a dashboard into a folder (drag and drop, or use the MOVE TO menu).
  • Drag and drop a folder into another folder.
    Note: You cannot drag and drop a folder into the Uncategorized folder.
  • Mark individual dashboards as Favorites at the user level.
  • Create a dashboard and add it to a specific folder.
    Note: All Dashboards displays the total number of dashboards available under different folders, and My Dashboards displays the dashboards that you have created.

May 2017: 5.6 Release

Automatic Updates:

1. Reorder slides while configuring Success Snapshot templates: Admins can now change the order in which the slides appear while configuring a Success Snapshot template. Also, the user interface for designing the Success Snapshot presentation (Success Snapshot > Setup > Design) is enhanced.

a. Create a Success Snapshot template by performing the steps listed in the Configure Success Snapshot Template article.

b. Once the template is saved, the Success Snapshot > Setup > Design page is displayed. In this page:

  • The DOCUMENT STRUCTURE field is renamed to SLIDE OUTLINE.
  • You can now switch ON the Uploaded slides option to view the slides that have been previously uploaded, and to configure the slide order.
    • Notes:
      • The Uploaded slides option is not available when there are no slides present in the uploaded template.
      • You can preview an uploaded slide by clicking the  icon corresponding to a slide.
  • Once the slides are in place, you can now change the order in which they appear by simply dragging and dropping as per your preference.

2. Export filters associated with a report: While exporting a report to an Excel file, you can now export the filters applied to the reports as well.

     Notes

  • This feature is currently supported only for Report Builder and Dashboards.
  • Filters are not exported when you export a report from the Report drill-down.

a. Navigate to a report where a filter has been applied, and click the Settings icon.

b. Select the Export as Excel option. The report is exported to an Excel spreadsheet along with the associated filters. The filters are added as a separate sheet in the exported file.

Sample format of an exported filter:

3. Autorun of reports is disabled in the Report Builder: Autorun of a report is now disabled when admins access a report from the report repository. When you click on a report, you can choose to either run the report using the RUN button, or modify the configuration before running the report.

a. Navigate to Administration > Analytics > Report Builder.

b. Click the report you want to access. The report configuration is displayed.

c. You can choose to:

  • Run the report by clicking the RUN button, or
  • Modify the configuration before running the report.

4. Chart reports honor decimal place setting for Show me fields: For chart type reports, the number of decimal places for the Show me fields in a report is now displayed according to the field configuration.

a. Navigate to Administration > Analytics > Report Builder.

b. Open a report from the repository or create a new report. For instructions on creating a new report, see the How to Build Basic Reports article.

c. While configuring the Show me field, select the number of decimal places to be displayed in the Display _ decimal places field.

d. Run the report and select any chart type of visualization. The number of decimal places for the Show me field is now honored for the chart type of reports as well.

5. When admins save a report without making any changes, the save action is not applied and an information message is displayed specifying that there are no changes in the report to be saved.

6. Config Snapshot includes CoPilot Outreaches and Power Lists: The existing snapshot now contains worksheets for Outreach and Power List details. Navigate to Administration > Config Snapshot and click Take A Snapshot. Once the export is processed, you will receive an email with a link to download the snapshot file. 

February 2017: 5.5 Release  

  1. Folders for managing reports in the Report Builder: Admins can add/view report folders, group the reports by Object or folder, and categorize reports in folders in the Report List page under Administration > Report Builder. The following options are available:
    • Drag and drop a folder into another folder.
    • Move a report into a folder (drag and drop or use Move To menu).
    • Delete empty folders; if the folder is not empty or has reports in it, the system will throw an error.
    • Mark individual reports as favorites at the user level.

By default, folders are sorted alphabetically at each level. Existing reports will be stored in the Uncategorized folder by default. For more information, refer to the Report Repository / Report List View article.

In the Report Builder page, you can now see the name of the respective folder where the reports are located along with the report names. When you click on the folder name, it shows the hierarchy under the folder structure on the left pane as shown in the following image.

  1. Report sorting by function and accessing source folder of the specific report on the same page (part of UI enhancements): You can now sort the reports based on the Created Date, Last Modified Date, and Report Name. 

Once selected, the list will be displayed and you can use the  icon to see the list of folder names in ascending or descending order.

  1. Move multiple reports into a folder: select the check box for one or more reports, and click MOVE TO to select the destination folder from the drop-down list; or simply drag and drop reports to the destination folder in the left pane.

  1. Expand/Collapse each report details on the Report Builder page: With this enhancement, the details related to each report are not fetched directly on the Report Builder page while loading. This enhances the performance and the page is loaded faster than before. You can now use  the icon to expand any report and  icon to collapse the information displayed for the record. 

Clicking the expand icon displays the following information about each report:

  • Created By
  • Last Modified By
  • Used In
  • Folder Path
  • Description (optional)
  1. ‘Used In’ filter with Dashboard, C360, and Neither data points: Click the search icon to see the new Used In option on the Report Builder page (refer the image below).

By default, CS360 is selected in Used In filter.

  • CS360 (enhanced on UI): Selecting this option displays all the reports which are displayed in a CS360 section.
  • Dashboards (enhanced on UI): Selecting this option displays all the reports that are displayed in Dashboards. 
  • Neither (new feature): Selecting this option  displays all the reports which were created but never utilized anywhere. The following set of images shows the results in the report details when CS360, Dashboard, and Neither is used as Used In filter. 

  1. Report Builder filter component can group configuration values by entity such as Account, Relationship Types, or Global. For example, CTA Type, CTA reason, CTA status, CTA priority, and Snoozed Reason should be grouped by entity. Whenever the entity context is already available, the options in the drop-down will automatically be filtered for the selected entity. If relationships are not configured, no grouping is required and you can see all data in the drop-down. You can now edit the filters on hover and avoid extra clicks. 
  2. Export scorecard mass edit reports as CSV with Scorecard 2.0: Admins can now export scorecard mass edit reports as CSV files from the Report Builder and also from Dashboards.

Note: This feature was already available for the Account Scorecard (Scorecard 1.0) from the Gainsight Home page.

  1. In Report Builder, select Scorecard Fact as the data source. 
  2. Select the Scorecard Mass Edit option from the new Report Type drop-down list.
  3. Click the gear icon.

  1. Click the Export as CSV option to export all of the selected features with/without group in the Show me section. The scorecard will be emailed to the logged-in user.  Refer the following image to see a sample email with the .csv file attached.

  1. Tabular reports in all consumption areas can be searched: In all tabular reports, Gainsight now provides support to search for any record within a report that has more than 2000 rows. Lookup, SFDC id, longtext, or Picklist of SFDC results will be obtained from the entire dataset and not just from the data available. The search result will be displayed only upon pressing Enter after the search term is entered. (The following image shows the tooltip: ‘Press Enter to Search’ on UI). If the report has fewer than 2000 rows, the search results displayed will be narrowed as you type each letter.

Note: Partial DateTime search will display an error message. If there are more than 2000 records, the date picker may be used if you selected the Date/DateTime data type fields in the Show me or By section.

  1. Hyperlinks for C360 and R360 in the Report Builder work at Company/Account Name and Relationship Name levels. The following image shows the list of the Account Names which are hyperlinked to the C360; as well as a couple of columns containing Account or Standard Object Names which are hyperlinked to their respective levels

  1. User filters on Standard, Custom, and SFDC objects: In Report Builder, the All Users filter option is newly added in the drop-down list with Current User and/or Other User filters options while filtering on the following type of objects (MDA and SFDC), refer the following table.

User Filters on

Current User

Other Users

All Users

MDA Custom Objects

Yes

No

Yes

MDA Standard Objects

Yes

Yes

Yes

SFDC Objects

Yes

Yes 

Yes

Notes:

  • Current User: Logged in user.

  • Other users: Selecting Other User filter allows the Current User to select another user's  name from the list of the users in your organization.

  • All Users: Current User + Other Users.

  1. Salesforce Sharing Settings are now honored in the exported data (CSV and Dashboard formats): Previously, the Salesforce sharing settings were not honored in data exports even after enabling the sharing settings at Administration > Security Controls > SFDC Sharing Settings. Now you can select any Gainsight feature check box(es) in the Respect SFDC Sharing Settings in (Beta) section to restrict the logged-in user from viewing/exporting records on SFDC objects that they do not have access to. These settings do not apply to MDA data.

Note: Scheduled exports such as Gainsight Home page and Success Snapshot will run in the context of the users who authorized MDA (typically Admins) and not in the context of the user receiving the export.  

  1. Disable end users from exporting reports from Dashboard, C360, and R360: Admins can disable all end users from exporting reports both in PPT and Excel/CSV formats from Dashboard, C360, and R360 pages. In the SFDC Sharing Settings page, select the Disable Export of reports on Gainsight Home and 360 pages check box. 

Note: The Admin can still email Dashboards as PPTs from the Dashboard Builder and for Success Snapshot, both Admin and CSM can still export reports from C360. 

  1. Additional filters are available in Dashboards, and User filters will persist at the user level. In Gainsight Home, when users click the filters icon for any report, they will be navigated to a Modify filters window (refer the following image) where users have the option of adding filters such as data source fields and Account & Customer Info fields. This feature enables end-users to add and also APPLY additional user filters in the exported dashboard, in addition to the existing filters created by Admins in the Report Builder. Additional Filters added from the Gainsight Home page are preserved at the  user level.

When users select a field from the drop-down list for the newly added filter, it shows the list of the corresponding object related fields available in the Report Builder.

From Gainsight Home, users can change the operator from AND to OR for the newly added filters as shown in the following image.

  1. For Aggregate Reports, the Filters on Aggregated Data section is also available in the Modify filters window as shown in the following image. When users select a field to add to filters, users can access only Aggregated fields, and view the new field(s) for Filter on Aggregated Data in the Advanced Logic section.

  1. Reports built on Data Spaces can be added to C360 sections, and included in Success Snapshots. Data Spaces will have a default account lookup from now on. Admins may select a default account lookup field in Data Spaces.     
    In the following example, the selected Source Object - Demo_dataspace (dataspace) has three associated reports.

  • Add dataspace reports to CS360 page: Admins have the option to select data space (Demo_dataspace) as the Source, any associated reports, and the specific account lookup at CS360 > Configuration section. 

  • Reports built on Data Spaces can also be included in Success Snapshots as shown in the following image. 

November 2016: 5.4 Release

  1. Wrap text in tabular reports: In Gainsight dashboards, an option to Wrap Lines in Tabular reports is provided. If this option is enabled, the text will wrap based on column size when dragged or resized. This feature works in Gainsight homepage dashboards and in reports exported to Excel.
  1. Summarize the report by Day: For a time-grouped report, you can now summarize by Day. Previously you could summarize by week, month, quarter, and year. This option will be available if you have one field in Show me and one field in the By section. Also, the By field must be a date-related field.
  1. Filter by Current User or Other Users: In Report Builder, when you filter on user fields, you can now select current user and other users. Current user is the logged in user and other users refers to the rest of the users in your organization. You will be able to see these options in objects related to users. For example, Created by ID(Salesforce), ID, Name, Email(MDA), and so on.

It is a prerequisite that any MDA object field needs to be mapped to one of the SFDC fields available in Data Management to recognize them as User fields. If the “Current user” needs to work on User name, then it needs to be mapped to User Name (as shown in the below image).

Once SFDC Mapping is setup, then the Report Builder recognizes the corresponding field and provides the filtering mechanism (as shown in the following image) accordingly.

  1. Support for HTML tags: HTML tags (div, p, br, and so on) are supported in new line formatting when you export a report to CSV or Excel.
  2. Support for Currency and Percentage symbols: Currency and Percentage symbols are now supported in the Report Builder and also when you export the report to PowerPoint. These symbols will appear in headers when you export to CSV/Excel.
  1. Export reports created using a Data Space: From dashboards, you can export a report created from a Data Space to PowerPoint. Previously, when you exported a report along with other reports created out of MDA or SFDC objects, the Data Space report was skipped in the PowerPoint.
  2. Freeze first column in Report Builder > Settings > Table Options. In the Report Builder, the first column in a tabular report can be frozen, using the option Freeze First Column option. This feature is helpful when you have a lot of fields in the Show me section, and while you scroll to the right to view all of the columns in the report, you want the first column to remain visible.  
  1. Show Relationship Milestones in Report Builder: Milestones created for a Relationship can be viewed in the Report Builder. You can view milestones in the report builder if the following criteria is met:

To enable the Show Milestone option:

  1. Navigate to Administration > Report Builder > [click edit on the relevant report].
  2. Select a base object.
  3. In the Show me section, select your required fields.
  4. In the By section, select a Date field. This step is mandatory to view the milestones. Alternatively, you can use the Summarized By option on the date field.
  5. Add Relationship ID to the filter criteria.
  6. Navigate to the report in the relevant R360 section. Users will be able to see a new option called Show Milestone.
  7. Set the Show Milestone switch to ON.
  1. Extended support of standard filters to all operators. In reports created from MDA objects, standard filters such as 'Last 7 days', ‘Last 30 days’, and so on are extended to all the operators(<, >, <=, >=). Previously, these filters were available only for equals (=) and not equals(!=), but now we have extended support to all the operators in the filter area.
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