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Gainsight Inc.

Create Custom Views in Cockpit

Gainsight NXT
Gainsight helps innovative companies protect and nurture their most valuable asset - their customers - with the power of our award-winning platform. With our Customer Success Solution, you can gain deeper insights into customer behavior, operationalize the customer lifecycle, and coordinate actions and results across teams.

This article supports Gainsight NXT, the next evolution of the Customer Success platform. New and upgraded customers are deployed on Gainsight NXT.

If you have not upgraded and are using Gainsight Salesforce Edition, you can find supporting documentation here.

Not sure what your team is using? Click here.

 

Users can now save Cockpit filter conditions as a private view. The custom view can be modified, as well as re-named.

Users can also add up to 6 fields from the Call To Action and its lookup objects to the Cockpit List View using List View Configuration in the filter area.

Note: 'Apply' does not save the custom view; it just applies the filters on the existing view for your current session. If you are in the My CTAsAll CTAs, or Closed CTAs views, you have the option to save as new or apply.

For commonly used filters that can be saved as private views, refer to Cockpit List View: Commonly Used Filters.

Note: Admins can also configure custom views for Cockpit views based on Reason, Priority, etc. using the Custom Views section in the Call to Action (CTA) page. The option to create Custom Views is only available in the Global tab. For more information on how Admin can configure custom views, refer to Custom Views.

1.Commonly.png

Create or Modify Custom View

Perform the following steps to create a new custom view or update an existing one:

  1. Navigate to the Cockpit tab.
  2. Click the Filter icon.

2.Create custom view.png

The Filter window is displayed just below the filter icon as shown in the following image.

3.modify custom view.png

  1. FILTERS tab has three default filters:, Owner, Is Snoozed, Is Open. you can remove any default filter.
  2. Click +FILTER to add fields, Operators, and values based on your requirements.
  3. (Optional) In the COLUMNS tab, click +ADD to add up to Six fields in addition to the default columns.

Notes:

  • 'Apply' does not save the custom view; it just applies the filters on the existing view for your current session. If you are in the My CTAs, All CTAs, or Closed CTAs views, you have the option to save as new or apply.
  • Health Score, Tasks, Type, and Due date are the four default list view columns. The list view fields can be different for different views. For example:
    • Fields from Call To Action object, and its lookup fields from other objects (Company, Relationship, etc.) can be selected.
    • Your browser window may need to be expanded to display the maximum number of columns added. You can only see all 6 list view columns if you set your browser resolution to 1920. Click Browser Resolutions to learn how the view varies based on various browser resolutions.
    • If the length of the attribute is greater than available space, ellipses are displayed and the full value is shown in a tooltip.
    • Long text area fields can not be added as list view fields.

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  • In the list view, the existing Health Score, Tasks, Type, and Due date columns will be joined by the ones that you select, as shown in the following image.

5.Health score.png

  1. Click SAVE (or SAVE AS NEW if you’re modifying an existing view).

Notes:

  • ‘Sort by’ and ‘Group by’ selections are also preserved in saved custom views.
  • 'Apply' does not save the custom view; it just applies the filters on the existing view for your current session. If you are in the My CTAs, All CTAs, or Closed CTAs views you have the option to save as new or apply.

6. All CTAs.png

  1. In the View Name field, provide a new name for this view. (80 characters maximum)
  2. Click SAVE.

Note: You can see the newly created custom view in the drop-down list as shown in the following image. Custom views are private and cannot be viewed by others.

Custom View List

7. Custom View List.png

The following icons are available with each custom view in the list as shown in the image above:

  • Edit: to edit the custom view name
  • Delete: to delete the specific custom view

Custom Views Honored in Export

When you click export, the data and fields will be exported based on your currently selected view.

8.Custom Views Honored.png

FAQs

Is there a limit to the number of custom views a user can create?

No.

Are Cockpit List Views sticky?

Yes. If you log out of Gainsight, and log in later, the last Cockpit List View you were using will automatically be displayed.

Can Admins create views for users or departments?

No

Can I sort by CTA Assignee in custom views?

Yes, there are two ways to do this. You can use the Assignee default filter under the Filter icon if you just want to look at one user's CTAs, or all user's CTAs. To see CTAs for more than one user, add another Assignee filter and select another user value and save the view. For more information, refer to Cockpit List View: Commonly Used Filters.

If a User or Company doesn't meet the criteria for a layout, will the default layout be used?

Yes. And if a Company matches more than one criteria for a layout, the first matching layout will be applied.

Is there a recommended view for new Gainsight users?

The default Cockpit List view is "My CTAs," without any filters applied. If your org is starting out by triggering just a handful of CTAs, then this view is a good option. But as your organization expands its use of CTAs to include manually created CTAs, or Survey-triggered CTAs, and CTAs triggered off of health scores, for example, then you will probably want to use more of the filters and create custom views. For instructions on how to create some commonly used filters/views, refer to Cockpit List View: Commonly Used Filters.

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