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Create and Share Reports

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Gainsight NXT

 

This article explains how non-admin users can use Self-Service Analytic to create reports.

Overview 

Self Service Analytics enables you to create, edit and share reports. You can create reports only on the objects that have been assigned to you by the admin. While creating a report, you can choose from the list of visualization-types to make your reports more insightful and easy to consume. You can also apply filters on fields to streamline the data in your report.

Create Report

You can create reports by selecting the required Show Me and Group By fields.

  • Show Me: It is necessary to add one or more Show Me fields to create a report. Your report is created based on the fields added under this section.
  • Group By:  It helps you segment or slice the data added by the Show me fields. Group By fields should only be added after the Show me fields have been added. A maximum of 10 fields can be added to Group By. 

To create a new report:

  1. Navigate to Insights > Reports.
  2. Click Create Report. 
  3. From the Select Object dropdown, select the object that you want to create report on.
    Note: Select Matrix Data to view Gainsight objects.
  4. A list of fields associated with the selected object are displayed.
  5. Drag and drop the required fields to the Show Me section. To know more refer to the Show Me section.
  6. (Optional) Drag and drop the required fields to the Group By section. To know more refer to the Group By section.
  7. Select a visualization type for your report. To know more about the visualization types, refer to the Visualization section.
  8. (Optional) You can add filters. To know more about adding filters, refer to the Filter section.
  9. Click Run Report to run the report. To know about more options, refer to the Run Report section.
  10. Click Save Report.
    1. Provide a Name for the report. This is the name that appears in the Repository, as well as in any menus or screens where the report is displayed.
      Limitation: To create multiple reports with the same report name, use an additional prefix or suffix and then save the report. 
    2. Select the folder if the folder is already created in the Reports Listing page. Otherwise, the report is saved in the Uncategorized folder.
    3. Provide a description.
    4. Click Save.

Show me

The following options are available for the fields added to Show Me:

  • Click the Settings/Gear icon next to the field label to update Field Display Name, Decimal Places, Column Calculations and Numeric Summarization. 
  • Hover on the field to see the changes made on the field. 
  • For Aggregated Reports, select the required Aggregation by clicking the Aggregation  type dropdown list. 
  • Click X, to remove a field from Show Me.

Notes:

  • Based on object selection, you will see all of the fields and lookup fields associated with that object.
  • Fields added to Show Me can be reordered by dragging and dropping.

Report 4.jpeg

Lookup Fields

A lookup relationship is used to combine the fields from multiple objects based on a common field. For instance, in order to build a report on the Activity Timeline object to contain the ARR of the company, click + on GS Company Id and select the ARR.

Here, the objects Activity Timeline and Company are joined via the GS Company Id field which looks up to Company.

When users type in the Field name, the search functionality fetches the fields from the base object. To further extend your search on lookup objects, ensure that you expand the lookup object before you make a search.

Notes:

  • The ID lookup field in an object displays the name field assigned to it in Data Management. It helps users to easily identify individuals by their names. 
    The Enable Named Fields Additions toggle switch must be ON for the ID lookup fields to display their name fields. To access the toggle switch, users can navigate to Reports > Settings > General Settings.

347A8148-6428-4D2E-8BFE-C9192D9C53AC_1_201_a.jpeg

  • When dragged to the Show Me section in Report Builder, the child fields of an ID lookup field take the name of their parent fields as a prefix. It helps users to differentiate between child fields with similar names from unique ID lookup fields.
    Additionally, If both the child field and parent field names include the term ID, the parent's field name is modified by removing the term ID and it is added as a prefix to the child field's name. For example, GSID (child field) in Company ID (parent field) is displayed as Company GSID.

E3ECEE99-4BDA-4512-8B5A-C031D45597A9_1_201_a.jpeg

For dimension type fields added to Show Me, you can see an additional option called Row Grouping. Row Grouping in Reporting allows to visually group the rows/records in a report by a dimension type field without aggregating all of the other fields. For more information, refer to the Row Grouping section of Group By.

Row Grouping.jpeg

Inline Editing

Inline editing enhances the efficiency of CSMs by allowing them to edit data directly on the Report page by eliminating the need for separate editing screens. It offers a user-friendly experience like working in a spreadsheet, which not only accelerates the process but also streamlines data handling. 

Enable Inline Editing 

To enable inline editing in Reports:

  1. Navigate to Insights > Reports. 
  2. In the Reports page, click Settings. The Settings page appears.
  3. In the General Settings page, turn on the Enable Inline Editing toggle.
  4. Click Save.

Reports 2024-02-02 at 2.41.28 PM.jpg

Configure Inline Editing

To configure inline editing in Reports:

  1. Navigate to Insights > Reports.
  2. Click Create Report.
  3. From the Select Object dropdown list, search for:
    Low-volume custom objects
    Case objects
    GS opportunity
    Standard objects include Company, Relationship, Person, Relationship person, and Company person.

Add record 2.jpeg

 Note:

  • By default the Inline Editing icon is disabled.

  • Inline editing supports named/lookup fields that are lookup only to GSID.

  • To use inline editing on GS opportunities, you must enable the Renewal Center.

  • Inline editing does not support system fields and formula fields.

  • Inline edit does not support controller and dependent dropdowns.

  1. Drag the fields to the Show Me section to enable the Inline Editing icon.

  2. Click the Inline Editing icon. Two sections are displayed: Eligible fields and Non-Eligible fields.
    Note: Only fields listed under Eligible fields can be configured for editing.

  3. From the Eligible Fields list, select the fields you wish to make editable.

  4. Click Apply.

inline editing icon.jpg

Note:

  • The Report module Admin decides which fields can be or cannot be editable in reports and whether to enable inline editing for the organization or CSMs.

  • Inline editing is not supported when the field(s) is included in the Group By section.

  • The fields configured for inline editing in a report are only applicable to that specific report.

  • The inline edit icon is enabled as soon as any fields are moved to the Show Me section, irrespective of whether the specific object or field type supports inline editing.

Group By

To slice and dice or segment the data in a report, add a field to Group By. A maximum of 10 fields can be added to Group By. A field will have to be considered Groupable by Salesforce and in MDA in order to use it in the Group By section. If a field is not added to the Group By section, you can only view the data in a table.

You can click the Settings/Gear icon next to the field label, to perform the following operations:

  • Change the Field Display Name by providing a new name in the textbox. The Field Display Name is the label that appears on your report.
  • Activate Pivot reports by turning on the toggle. This toggle is only displayed if there are two or more fields under the Group By section. To know more about Pivot reports, refer to the Pivot section.
  • Rename the chart labels in your reports using the Configure Aliases option. To know more about creating aliases, refer to the Configure Aliases section.
  • Activate the Row Grouping option. To know more about Row Grouping, refer to the Row grouping section.
  • Summarize your data by date ranges. To know more about this option, refer to the Summarize By section.

Group By.jpeg

Notes:

  • Once you add a field to the Group By section, all the fields in Show Me will get aggregated.
  • Drag and drop the fields from Show Me to Group By.
  • Hover on the field to view the details.
  • The following data types cannot be added to the Group By section:
    • Rich Text Area
    • Multipicklist
    • Measures (Number, Currency, and Percentage, etc.)
    • Address
    • URL

  • Group By section now supports multi-select picklist data types. This allows you to perform group-by functionality on a multi-select picklist.

Pivot

Pivot Report helps you quickly summarize large amounts of data. The pivot option is seen only when you have a minimum of two fields in the Group By section. And, you can apply pivot only on one field at a time. For more information on how to apply Pivot, refer to the Pivot section in the Advanced Report Settings article.

Pivot.jpeg

Configure Aliases

Aliases allows the renaming or customizing of your labels in the chart visualizations. For example, when you are sharing a report with your director, and your director may not be aware of the jargon used in the report. To make the charts/reports more contextual, you can rename labels in the reports. For more information on how to Configure Aliases in Reports, refer to the Configure Aliases in Reports article.

Configure Aliases.jpeg

Row Grouping

Row Grouping allows you to visually group the rows/records in a report by a dimension type field, without aggregating all the other fields. Enable row grouping on the String, Boolean, Picklist and Date data types. For more information on Row Grouping, refer to the Row Grouping section in the Advanced Report Settings article.

Summarize By  

If a Date or Date Time field is added under the Group By section, an additional icon appears next to the Settings icon. This is the Summarize By icon that lets you summarize your data by Day, Week, Month, Quarter, Year and Fiscal Year/Fiscal Quarter. 

Apart from the objects listed below, you can summarize the date fields by Day, Week, Month, Quarter, Year and Fiscal Year/Fiscal Quarter across all of the Gainsight application areas.

  • Email Logs
  • Email Raw Events
  • Unsubscribed Emails

Summarised By.jpeg

Fiscal Year: Filter the date field/time series data by Fiscal Year/Fiscal Quarter and summarize this data by Fiscal Year/Fiscal Quarter. The Fiscal Year label on the report displays either the Starting Year or Ending Year, based on the settings defined by your admin in the Application Settings page. For more information on Fiscal Year settings, refer to the Application Settings article.

IMPORTANT:  While building reports on Gainsight objects, Gainsight honors the Standard Fiscal Year Settings defined in Application Settings.

Fiscal Year.jpeg

Visualization Types

Visualization types are dependent on the number of fields added to Show Me and Group By. To select a visualization, hover to the right of the screen and select the required visualization type from the following options.

  • Table   
  • Pie
  • Bar
  • Column
  • Line
  • Area
  • Stacked Bar
  • Stacked Column
  • Scatter
  • Bubble
  • Column Line
    Note: For more information refer to Column Line
  • Heat Map
  • Packed Bubble
  • KPI Widget
    Note: For more information refer to  KPI Widget
  • Donut:
  • Funnel
  • Gauge

Notes:

  • The visualization types: Column Line, Line, and Area chart are consistently presented in ascending order to improve chart readability. Even if the user applies the DESC (Descending) filter in Chart Settings, causing the system to sort the underlying data in descending order, the chart continues to visually display the data in ascending order, when the data is grouped by a Date or Date time field.

    For example, consider the dataset with records 6/28/2021, 8/24/2021, 3/14/2022, and 10/18/2023. When applying the DESC filter, the underlying data is sorted in descending order as 10/18/2023, 3/14/2022, 8/24/2021, 6/28/2021. However, despite the descending sorting, the chart visually displays the data as 6/28/2021, 8/24/2021, 3/14/2022, 10/18/2023. In terms of appearance, the data seems to progress from left to right, creating a visual impression of ascending order.

Report_Visualization.jpeg

  • The visualization types: Bar Chart, Column Chart, Line Chart, Area Chart, Column Line Chart, and Stack Chart show any unavailable data in the object as Data Not Available. It helps users to identify gaps in the report due to a lack of data availability and take the necessary actions.

  • Reports support missing data points for the picklist data type. To use this Missing Data Points functionality, turn on the Enable Missing Data Points toggle in the Chart Settings.

Screenshot 2024-02-05 at 11.35.56 AM.png

  • Apart from Table type visualization, you can see the Chart Editor option for all types of visualizations. Chart Settings differ from one type of visualization to another. For more information on Chart Editor and Chart Settings, refer to the Chart Settings and Chart Editor article.

Chart editor.jpeg

 

  • Users can drill down and analyze data for all the gauge widgets in a Gauge report.  Any changes made to one of the widgets will reflect in all other gauge widgets in the report. For example, if new fields are added to one gauge widget, the same fields are also added to all other gauge widgets in the report. 
  • The following image describes the combination of Show Me and Group By fields required in a report, to generate each of the above mentioned visualizations.

tABLE.png

Note: Graphical reports honor the custom colors, colors configured on Gainsight picklist items, and scorecard colors.

Add Filters

There are two types of filters available in Reports:

  • Filters on Fields
  • Filters on Measures

Filters on Fields

Allows you to filter the data on the fields from the selected object.

To apply filters on fields:

  1. Click Add Filters on Fields. The Configure Report Filters window appears, click the Filter on Field tab to apply filters on a field.
  2. Click Add Filter.
  3. From the Field dropdown list, select the required field (fields from selected source object).
  4. From the Input Type dropdown list, choose either Value or Field. If you choose Field, you can select a Target Field.
  5. From the Operator dropdown list, select the required operator.
  6. If Value is chosen as input type, enter the required value in the Value text box. 
  7. If Field is chosen as input type, from the Target Field dropdown list. select a target field. 
  8. Filter by Custom, Calendar or Fiscal Year: In the Report Builder, when you filter on date fields, you can set a custom date, select calendar year, month or week or fiscal quarter or fiscal year from the dropdown list of your choice. 
  9. Select the Checkbox next to the Value/Target Field to include Null values.
  10. Click Save.

Filters on Measures 

Allows you to filter the data on aggregated fields (fields in Show Me).

To apply filters on measures:

  1. Click Add Filters on Measures. The Configure Report Filters window appears, click on the Filter on Measure tab to apply filters on a measure field.
  2. Click Add Filter.
  3. From the Field dropdown list, select the required aggregated field.
  4. From the Operator dropdown list, select the required operator.
  5. Input the data in the Value text box.
  6. Select the Checkbox next to the Value text box to include Null values.
  7. Click Save.

Add Filter on Measures.jpeg

 

Locked Filters: Filter value remains fixed and cannot be changed in the consumption area such as Dashboards page. Click the lock icon to lock the filter.

Unlocked Filter: The value can be changed in the consumption area such as Dashboards. Leave filters unlocked to allow end users to change the value.

4. Unlock.png

Note:

  • Add more filters by clicking the + icon next to the Value text box.
  • Delete a filter by clicking the x icon.
  • Add advance filters such as (A OR B) AND C, type in your desired expression in the Advanced Logic text box.
  • If there are no fields in the Group By, filters on measures cannot be applied.
  • By default all filters are unlocked.
  • If you are using dates in the filters, place them first to optimize the query.
  • If you are using the operators 'contains' or 'equals,' place them last in the filters.
  • Contains Operator can be applied only on the following data types: String, Email and URL.
  • If you delete a filter, the advanced logic is reset to AND.
  • In the chart reports drill down, you can only apply inline searches to a maximum of 26 fields. This is because the system supports filtering on up to 26 fields only.

 

Run Report

To Run a Report, click Run Report or click on any available visualization icon on the right side. If you click Run Report, by default data is displayed in a table type visualization.

The following options are available in the Tabular Reports:

  • Search: Type in the keyword and search for any record within the report, and you can also apply search filters based on your requirement.
  • Sort: you can sort for any column in the report. 
    Notes:
    • Only the records displayed on the current page will be sorted when sorting by a picklist. You can use the Pagination option to determine the number of records that are visible on each page.
    • In pivoted reports, only the records on the current page are sorted when sorting is applied on any of the fields under Show me.
  • Maximize: View the tabular report in a full-screen view by clicking the Maximize icon.
  • Settings: Click the Settings/Gear icon on the upper left corner of the report to apply the Grid Settings. In Grid Settings, you can configure the following:
  • Grid Options: Enable or disable the First Column Freeze and/or Text Wrap.
  • Ranking & Sorting: Configure the Ranking and Sorting options as required. For more information on Ranking and Sorting, refer to the Advanced Report Settings article.
  • Refresh: clears all the applied sort and search filters.
  • Pagination: If there are too many records, use the pagination tool to navigate through different pages and view multiple records, in a set of 50, 100 or 200 on a single page, based on your selection.

Run Report.jpeg

Share Report

Once you have saved your report, you can share it with other users as a link, excel file or as an image as follows.

  1. Click the three-dots vertical menu.
  2. Select Share Report.
  3. Navigate to the Share tab.
  4. In the Choose Users fields, search and add the users with whom you want to share the report.
  5. Provide a Subject and a Note.
  6. From the Share As dropdown, select one of the following options:
    • Link: The report is shared through a link with the selected users. You can share the link as follows:
      • In the Select Domain field, select the domain. For more information on how to set up a Domain, refer to the Setup a Gainsight Domain article.
      • (Optional)Select the Enable OTP Verification checkbox, if you want users to access the report link through OTP.
      • (Optional) Select the Disable Download checkbox, if you want to refrain users from downloading the data.
        Note: 
  • This option is not editable if the admin has already deactivated it.
  • Excel: The report is shared as an excel file with the selected users.
  • Image: The report is shared as an image with the selected users.
  1. Select the Share Type option:
  • Share now: This option lets you share the report immediately. In case, the report is being shared through a link, you can also set the expiry date.
  • Schedule: You can schedule a report to be shared daily, weekly or monthly as follows:
    • Select the frequency:
      • Daily:  Share the report either Every Weekday (Mon - Fri) or Everyday.
      • Weekly: Select the preferred day in a week to share the report on a weekly basis.
      • Monthly: Select a preferable date or day in a month to share the report on a monthly basis.
  • Select the start date and end date.
  • Provide the details for sharing.
  1. Click Share.

Share Report.jpeg

Manage Shared Reports

You can manage reports shared through links as follows:

  1. Click the three-dots vertical menu.
  2. Select Share Report.
  3. Navigate to the Manage tab. You can see all the details of the shared report (shared through link).
  4. Click the three-dots vertical menu,  to perform the following actions:
    1. Edit: You can edit the settings of the shared report.
    2. Delete: You can revoke the user access to the shared report.
  5. Click Share.

Manage Share Report.jpeg

Edit Record Details (Inline Edit) 

CSMs can directly edit record details on the record page. Inline editing supports Low-volume custom objects, Case objects, GS opportunities, Lookup fields, and Standard objects such as Company, Relationship, Relationship person, and Company person. However, for GS opportunities, the Renewal Center must be activated.

To perform inline editing of the records:

  1. Hover over the fields on the record page.
    Note: Editable fields can be easily identified by the rectangular box around them.
  2. Click the record you wish to edit.
  3. Edit the record as required.
  4. Click outside the text area to apply and view the changes.
  5. (Optional) To edit the rich text fields, click the three-dots menu adjacent to the field, and edit the text, click Save.

Inline editing.jpegNote:

  • The record auto-saves and displays in real time, and remains highlighted for a few seconds.

  • To modify information through inline editing, the functionality must be enabled and configured by the Report module admin for the specific reports. 

  • Inline edit does not support controller and dependent dropdowns.

  • Fields set as Match Criteria cannot be edited directly within the Report section. For more information on Match Criteria, refer to the People Management article.

CSM can easily add and edit records directly from any consumption area, ensuring efficient data management. Add and Edit Record supports low-volume custom objects and SFDC objects.

To add a new record:

  1. Click Add Record. The Add Record window is displayed. 
  2. Add the values in the required fields.
  3. Click Add.
  4. (Optional) To edit a record, click on the three-dot vertical menu and select Edit. Edit Record window appears. Edit the information as required, click Save.

User interface showing a list of reports with an option to Add Record addition for a specific report.jpeg 

Manage Add Record Settings in Report Builder

You can manage the Add Record settings in the Report Builder and Report Consumption Areas to determine whether you can add and edit records within these areas.
The table below outlines how the settings affect the availability of these options in various parts of the system.

General Setting Report Builder Report Consumption Areas
Enable Add Record toggle on. The Allow Addition of New Records checkbox is selected by default when saving the report. You can uncheck it if not needed. Add Record, Edit, and Preview options are available.
Enable Add Record toggle off. The Allow Addition of New Records checkbox is inactive by default when saving the report.

To enable the Allow Addition of New Records checkbox, turn on the Enable Add Record toggle from the Settings page.		 Only Preview is available. Add Record, Edit options are not available.

Reporting admins can enable or deactivate the Add and Edit Record options to allow users to perform these actions on the Report Listing or Report Builder pages.

  • Enable Add Record toggle on during report creation: Go to the specific report and select Disable Add Record from either the Report Listing page or Report Builder page to make both Add Record and Edit Record unavailable to end users.

  • Enable Add Record toggle off during report creation: Go to the specific report and select Enable Add Record from either the Report Listing page or Report Builder page to make both Add Record and Edit Record available to end users.

Interface showing various reports with details like name, folder name, creator, and creation/modification dates, highlighting the Enable Add Record option in the dropdown menu.jpg

Note: 

  • Add and Edit Record capabilities are supported on all the report consumption areas for all reports on low-volume custom objects.

Mass Edit

In the Chart Settings, you can Enable Mass Edit.

To enable Mass Edit:

  1. Click the Settings/Gear icon. The Chart Settings window appears.

  2. Expand Grid Option, turn on the Mass Edit toggle.

  3. Click Apply.

  4. Select all the records you wish to edit. The Mass Edit icon becomes active.

       Note: Using the mass edit functionality, you can update up to 200 records at once. 

  1. Click Mass Edit. The Edit Fields window is displayed.

  2. Edit values in the required fields.

  3. Click Save. A confirmation pop-up appears, asking if you are sure about mass editing the selected records. Select Yes to confirm.

  4. (Optional) Mass edit can also be activated from any report consumption area. Click the three-dots vertical menu and turn on the mass edit toggle.

Mass Edit.jpeg​​​​​​

Note:

  • To perform mass editing, ensure that Inline Edit is enabled and configured for your organization, and appropriate fields are selected.

  • Mass edit does not support controller and dependent dropdowns.

  • After you enable the mass edit toggle in settings, it disables in the following scenarios, even if the report is saved with the toggle on:

    • When a report refreshes

    • When the page refreshes.

This applies to all the report widget consumption areas.

Explore Reports

You can create reports using existing reports created on the same object. Existing reports can be cloned and then modified as per the requirement. Changes made to the cloned report are private and not reflected in the original report.

To reuse a report:

  1. Navigate to Insights > Reports.
  2. Click the Create Report button.
  3. From the Select Object dropdown, select the required object. 
  4. Click the Explore Reports option. All the reports created on the selected object that you have access to are displayed.

Explore Report.jpeg

 

  1. Select the report that you want to reuse by clicking the Use this report option

Use This Report.jpeg

 

  1. Provide a name for the new report.
  2. Click Save.   

Add Reports to Dashboard

You can also add the reports to Dashboards. For more information on adding reports to Dahboards, refer to the Configure Dashboards article.

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