Reports and Dashboards (Old)
- Admin Guides
- Configure Aliases in Reports
- Color Settings in Reports: How it Works
- Configure Column Line Visualization Report
- Configure Dashboard for Sharing
- Configure Gainsight Home Dashboards (aka, Layouts)
- Configure Summary Widgets in Dashboards
- Create Custom Labels
- Create Scorecard Summary View
- Creating Custom UI Views
- Dashboard Permissions
- Dashboard Permissions (Older Version)
- Engagement Tab Overview
- Report and Dashboards Exports
- Formula Fields in Reporting
- Gainsight Integration with Tableau
- Global Filters for Dashboard
- Grant Permission to Create Reports
- How to Build Basic Reports
- How to Build Reports (path)
- How User State Preservation works with Dashboards
- MDA Joins in Reporting
- Reporting in Salesforce
- Reports and Dashboards Limitations
- Report Repository / Report List View
- Report Settings & Advanced Options
- Tutorials
- Configure CSM Manager Dashboard
- Configure Financial Forecasting Reports
- Configure Financial Reports
- Configure Habits Improvement & Decline Reports
- Configure Management Visibility Dashboard
- Configure Reports for ROI of CS: Land New Business
- Configure Reports for ROI of CS: Retain Business
- Configure Reports for ROI of CS: Expand Your Business
- Configure Reports for the Executive Team
- Configure Report on Flagged Risk CTAs by Month
- Configure Report to Track Open Product Risk CTAs by Customer ARR
- Configure Team Operations Planning Dashboard
- Configuring the Customer Success Communications Dashboard
- Tutorial: Create a Report to Determine the Length of Time between Two Milestones
- Create a Report of Customers Without Open or No CTAs