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Gainsight Inc.

Catch-up on Reporting Enhancements

February 2018: 5.11 Release

Incremental Improvements

  1. Who ID & What ID support in Reporting: Two new data types Who ID and What ID are introduced in Gainsight Data Management. These two datatypes are now supported in Reporting. For more information about these data types, refer to the Incremental Improvements subsection under Data Management

    WhoID is a data type which is used to store the GSID of a record from either Person or User object in MDA and WhatID (also known as SourceId) captures context or source information from another MDA custom/standard object.

    Note: WhatID is not available for Custom field. WhatID is available only on application object (example, Advanced Outreaches).


    To see the functionality of WhoID data type in Report Builder:

  1. Navigate to Administration > Report Builder
  2. Click +REPORT to build a report by joining with:
  • Either Person or User object in MDA for WhoID data type field. 
  • Another MDA standard object for WhatID data type field.
  1. Select the Object "AO Participant", the field "GS Person ID" and the avatar ‘User’. This field stores GSID from Person or User object. If this object has the WhoID data type fields, the  icon appears just below the selected object name.

    Note: Person and User (Avatars) are available when you select the WhoID data type field.

whoID & WhatId in Report Builder 1.gif

  1. Click + in the Show me section, you can now see the + GS Person ID (Lookup User) with the list of attributes in it. This will be available in By and Filters sections also.
    Note: If you remove the GS Person ID field, the GS Person ID in the Show me section will not have the attributes listed in it. 

whoID & WhatId in Report Builder 2.gif

  1. Provide Link for Success Plan in Report Builder:
    1. In Administration > Report Builder > +REPORT, select the source object, add items in the Show me and By sections, and add filter.

report builder-SP filter.gif

  1. Click RUN, the tabular report will contain the list of CTA Group Names that are now hyperlinked to redirect to the respective Success Plan from the Report Builder. Refer the following image.

image.png

  1. While moving dashboards from one folder to another, only up to 50 dashboards can be moved at a time.

November 2017: 5.10 Release

Automatic Updates:

  1. Color legend behavior is standardized across all chart report types: In continuance with an earlier enhancement, the color legend behavior is now standardized across all chart report types containing legends. When you click a color legend in a graph type report, the graph displays only the selected element and hides all of the other elements. The Y-axis range is re-calibrated so that the selected element is displayed properly on the chart. To toggle between the legends, press Ctrl/Cmd and click the legend.

    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. To reset the chart to its original state, click the empty space inside the chart.
    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 any element in the color legend to view the data pertaining only to the selected element.

A few examples of various chart report types with legend selection are depicted in the GIF below:

  1. Dashboard Builder and Success Snapshot Performance Improvement: Dashboard Builder and Success Snapshot now load faster. Dashboard Builder is now scalable, and even with a few thousand reports, the 15 MB SFDC Response Size Limit is not reached.

Incremental Updates:

  1. Gainsight dashboards can now be shared as a link with users: From the Gainsight Home tab, CSMs can now share a dashboard as a link via email with a user. The dashboard link displays dynamic data, rather than static data as in the existing PPT option. After the dashboard is configured for sharing by the admin, the dashboard can then be shared through email as a link, with optional security settings. The recipient must be added as a GS user into the GS User object (in MDA). For example, a CSM could share the Monthly Renewals dashboard with the CRO of the company, which is delivered as a link in an email.

    For more information on how a GS user can be added, refer to the Gainsight User Object article. Dashboards can be shared with anyone who is added to the GS User object, regardless of their Gainsight or Salesforce license status. Admins can choose to add an optional One Time Password (OTP) which can be generated a maximum of five times per link, and the end-user can re-try it three times. There are also options to set up an expiration date and allow export of the shared dashboard.

    Reporting 1.png

    For information on how to configure a dashboard for sharing (admin), see the Configure Dashboard for Sharing article.
    For information on how to share the dashboard (CSM/user), see the Share Dashboards article.

September 2017: 5.9 Release

Automatic Updates:

  1. Community icon.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.

Dashboard Builder.png

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.

Report Title.png

  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.

Report Builder.png

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:

Rich Text Area Field.png

  • 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:

Multi Select Dropdown.png

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.
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