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Gainsight Inc.

Layout List View and Create New Layouts

Introduction

This article is the fifth item in a series of Adoption Explorer configuration articles. Gainsight recommends you to refer the initial articles of the series and then start with this article.

This article explains admins about the Layout Listing Page options, Layout Detail View options and how to create a Layout at Company and Person level, using the Usage Data ingested into the Adoption Explorer Objects. For detailed instructions on how to ingest usage data into Adoption Explorer Objects, refer to the Configure Adoption Explorer Objects article.

You can navigate to the Layouts section via Administration > Adoption Explorer. Hover to the required project and click the Layouts icon.

This document mainly describes about:

  1. Options in the Layout Listing Page
  2. How to Create a Layout
  3. Options in the Layout Detail View

Layouts

You can get a snapshot of customer usage data and insights like: Company's Total Page Views by Page Title, Who are the Top 10 users of this week, What are the Top 10 Pages viewed, Company's ARR contribution, Which segment does the customer belong to, A side by side graph of a measure from one period to another, etc. in Adoption Explorer Analytics. All these individual insights are called Usage Sections and a logical grouping of such sections is called a Layout.

Layout: is a logical group, which consists of a set of Usage Sections, where you can add various types of Usage Sections for different kinds of usage data. Currently, Adoption Explorer has five types of layouts: Company Layout, Person Layout, Freeform Layout, CSM Layout and Segment Layout.

Usage Section: Usage Sections are the main artifacts of a Layout, which displays the usage data for a given configuration. For example, you can add a usage section for: A Company’s Total Page Views by Page Title, A Person’s Page Views by Page Title, A Company’s ARR Contribution, A Company’s Segmented ARR, etc. For detailed instructions on how to add a new usage section, refer to the Create Usage Sections in a Layout article.

Types of Layouts

Adoption Explorer has five types of Layouts:

  • Company Layout
  • Person Layout
  • CSM Layout
  • Freeform Layout
  • Segment Layout

Company Layout: You can filter the data based on Company and its Instance (optional) in the given time frame (Using Start and End date).

Person Layout: You can filter the data based on the Person from the selected Company and Instance (optional) with given time frame (Using Start and End date).

CSM Layout: You can filter the data based on selected CSM. The CSM Users are fetched from the Gainsight User Object. The Users you see in the CSM Users dropdown list are fetched from the Gainsight User Object.

Freeform Layout: This layout displays the records across all of the companies data loaded to the specific project. For instance, you have a Segmented ARR field in Company Usage Info object, and now you may want to know the list of Companies that fall under Low band, and take necessary business actions.

Segment Layout: You can set the filter criteria based on existing Segmented fields in the Company and Person Usage Info objects. For instance, if you want to see the ‘Sum of Unique Page Views’ of Companies with High ARR, you can set the Segmented ARR filter criteria as High.

Layout Listing Page

To see the existing layouts navigate to Administration > Adoption Explorer and select the required project, in which you want to configure a layout.

Notes:

  • In the selected project, make sure that you have already ingested Usage Data into the Adoption Explorer Objects and configured fields as per your business requirement. For detailed instructions on how to ingest usage data into Adoption Explorer Objects, refer to the Configure Adoption Explorer Objects article.
  • You can create a Layout in both Active and Inactive statuses of the project.

To see the existing layouts:

  1. Click the Layouts icon, you will be landed on the Default Layout screen.
    Default Layout: You have an option to set any Layout as default layout, while creating a layout or from the layout listing page. By setting a layout as default, you can directly navigate to the default layout rather than navigating via Layouts listing.
  2. Select Go To Layout Listing from the Layouts dropdown list. You will be landed on the layout listing page, where you will see all the existing layouts in the selected project.
  3. You can perform the following actions from the Layouts listing page:
    1. Create a New Layout.
    2. Delete a Layout
    3. Edit the Layout Name
    4. Filter the logged-in user layouts by toggle ON Show My Layouts Only.
    5. Filter the Search menu on Global Filter by Gainsight’s Company Object or Company Usage Info Object. Similarly, for Person records you can filter by Gainsight’s Person Object or Person Usage Info Object.
    6. Enter into the Layout (by clicking anywhere on the Layout Name).

IMPORTANT:

  • Edit and Delete operations on the Layouts and Usage Sections can be performed only by the Super Admins and Owners (Created By). But, the other non-super admins/users can still create a new layout in any project and add usage sections to it.
  • You can see the following information messages, when you try editing/deleting a Layout/Usage Section for which you are not the Owner or a Super Admin:
    • When you try deleting a Layout: ‘You cannot delete this layout because you are not the Super Admin or the creator of this layout!’
    • When you try editing a Usage Section: ‘You cannot edit this usage section because you are not the Super Admin or the creator of this usage section!’
    • When you try deleting a Usage Section: ‘You cannot delete this usage section because you are not the Super Admin or the creator of this usage section!’

Create Layouts

To create a layout:

  1. Navigate to Administration > Adoption Explorer.
  2. Hover to the required project, in which you want to configure a layout.
    Note: In the selected project, make sure that you have already ingested Usage Data into the Adoption Explorer Objects and configured fields as per your business requirement. For detailed instructions on how to ingest usage data into Adoption Explorer Objects, refer to the Configure Adoption Explorer Objects article.
  3. Click the Layouts icon, you will be landed on the Default Layout screen.
  4. Select Go To Layout Listing from the Layouts dropdown list. You will be landed on the layout listing page, where you will see all the existing layouts in the selected project.
  5. Click New Layout to create a new one.
  6. Enter the Name of your choice.
  7. Select the required Layout type from the Type dropdown list.
  8. Select the Ignore Instance checkbox, if you want to create reports only at the Company level, ignoring instance level data.
    Use Case: For instance, assume a company called ABC has two products namely “Product 1” and “Product 2”, selecting the Ignore Instance checkbox helps you create usage reports not only at individual product levels, but also at Company level ignoring instance (product level) data.
  9. Select the Mark as Default Layout checkbox if you want to mark this layout as default.
  10. Click Create to save this layout.

Create.png

Once a layout is created and saved, you can now add a new usage section or the existing usage section to the layout. For information on how to create a Usage Section, refer to the Create Usage Section in a Layout article.

Layout Detail View

Layout detail view is the page where you can view the configured Usage Sections in the selected Layout, with applied filters. You can drag and drop the usage sections, to rearrange the positions within the layout, based on the requirement.

Below are the filters for specific layouts:

  • Filters in the Company Layout are:
    • Company
    • Instance (optional or if applicable)
    • Date Range
  • Filters in the Person Layout are:
    • Company
    • Instance (optional or if applicable)
    • Person
    • Date Range
  • Filters in the CSM Layout are:
    • CSM Users
    • Date Range
  • Filters in Freeform Layout are:
    • Date Range
  • Filters in the Segment Layout are:
    • Segment Filters
    • Date Range

Filters.png

The list of companies/persons you see in the Company/Person dropdown depends on the search menu filters applied from the Layouts Listing Screen. If you have selected the Global Filter Company Name Search via as Company Object, you will see all the records from Gainsight’s Company Object, and if you have selected Company Usage Info Object, you will see all the records from Company Usage Info Object, created from Adoption Explorer. The same settings apply for Person as well.

Globalfilters.png

You can also avail the below options by clicking the three dots next to Apply button:

  • Save Search: Clicking the Save Search button will save the selected filters and can be used in future as default search filters for that user.
  • Hide/Show Legends: Clicking the Hide/Show Legends button will allow the users to include or exclude the legends on all the usage sections.
  • Hide/Show Weekends: Clicking the Hide/Show Weekends button will allow users to include or exclude the weekends usage information.
  • Export Layout: Clicking the Export Layout button will allow the users to export the complete Layout as a PDF/Image.
  • Themes: Clicking the Themes button will display a set of themes, from which you can select the theme which best suits for the given layout.

Toggle Legends: This feature allows the users to include or exclude the legends of that usage section.

Toggle Weekends: This feature allows the users to include or exclude the weekend usage information to calculate metrics. For instance, if you want to see the calculated metrics for “Total Exits by Date”, and you may want the report to include the weekend data as well, then turn ON the Toggle Weekends button.

Export to CSV: This feature allows the user to export the individual usage section in the layout as CSV.

Enlarge: Clicking the Enlarge button on the usage section allows users to view that usage section in an enlarged view.

Other Operations

In the Layout Detail view, you can also perform the following operations by clicking + at the bottom right corner of the page:

  1. Edit Layout
  2. Delete Layout
  3. Add New Usage Section
  4. Add Existing Usage Section

Edit Layout

Click the Edit/pencil icon to turn the layout view page into edit mode. In the edit mode, you can perform the following actions:

  • Change the position of the usage sections in the layout by drag and drop
  • Edit a usage section
  • Delete a usage section

To edit/delete a usage section, click the Options icon on the top right corner of the individual usage section. Click to Save the changes, and if you want to cancel the changes, click X.

Delete Layout

Click the Delete icon to delete a layout. Alternatively, you can also delete a layout from the layout listing page.

Add New Usage Section

Click the Add New Usage Section button to add a new usage section to the layout. For detailed instructions on how to add a new usage section, refer to the Create Usage Sections in a Layout article.

Add Existing Usage Section

To add an existing usage section:

  1. Click the Add Existing Usage Section button, and you will see a list of all the usage sections that are already created in this project.
  2. Select the usage section you wish to add to the layout. You also have an option to select multiple usage sections at a time.
  3. Click ADD.
    Note: You can reuse the existing Usage Section directly by selecting and adding it to the Layout (or) you can also reuse the existing Usage Section, modify it and save it by assigning a different name.   
  4. Click to Save the changes, and if you want to cancel the changes, click X.

 

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