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Hi I know how the Column Calculations work in Table format. But I am not sure how this option will work in the other visualizations types(Pie, Bar, Column, etc) Screenshot: with Table format So here I used the “Sum” for Column calculations so at the bottom of the report we can see the “Sum: 520”(137+383)   But if I changed the visualization type from Table to any other how this Option will work. And where I can see the Sum? Screenshot: with Pie chart  

It would save navigation time and also help admins easily find Gainsight config areas if the menu search extended to the 4th level navigation that is shown at the top, e.g Activity Log in Company Admin

Problem: Often times you share some use-cases aroundAbsence of Data - Companies without Risk CTA, Companies without timeline update this qtr, Companies without manual health score updates in a qtr, etc Latest X - Latest timeline entry for a company, Latest update in a CTA, etc. Common Customer Success Analytics - Functions to calculate CS metrics, Ranks, Window FunctionsWhile technically all the above are possible using Data Designer, its not very straightforward for someone who is not very much familiar with the product. Also for those who are familiar, its not as easy a task to accomplish.  After our current enhancements to Data Prep (Union, Pivot), I am thinking more about some out of the box data prep / analytics functions in Data Designer. I would love your thoughts and inputs on this. More specifically: Anecdotes where you wish things are more OOTB Any usecases that you were tasked with or wanted to solve in your CS orgs (Also why would help here) What analytical capabilities (in

At the moment the Email Chain program is the only non survey JO option. In reality, you can use this for scheduling all types or programs, not just Emails. It could be used for triggering a CTA, API call or Email. The name and description should be update to acknowledge this

The list of programs in the Journey Orchestrator Programs list does not show the creator of the program It would be very helpful to have that information so I know who to contact about the program. Email Templates show the person who last edited the file, which is good information to have, but nothing exists in the program list.

Our CSM team would find a ton of value in the ability to move past activities into a newly created CTA retroactively so that activities could build into a CTA. For example the CSM might reach out about a new feature x and find that the customer wants to trial that feature, now this is a trial nurture CTA. Since it was a quick engagement activity the CTA came up after the initial activity so it would help to be able to tie that first activity to the newly created CTA. 

Hi Team, Currently, any number field on the activity timeline can accept both +ve and -ve values but there is no way to restrict the field to only accept +ve or -ve values.It would be very helpful if we can have that. Thank you!Thanks~Shiv

Issue : The Customer's tab "XXXXXXXX" contains more than 500 records. That is the reason the search option for the text area is disabled. Workaround : If you add advanced filter and the record count comes below 500 you will have the inline search option for those text area. For more information please follow the below document. https://support.gainsight.com/Reports_and_Dashboards/User_Guides/Customers_Tab%3A_Your_Book_of_Busines Customer's request : Rather than using Advanced filter, remove the limit of record count in Custom Tabs so that the inline search in text area is enabled. Note: Pic attached. https://

Is there any way other than via merges and case statements to append 2 rule set outputs together without doing a merge? The option to merge date fields isn’t there and you can’t convert them to a string so I’m stuck.  For example, Rule 1 has Name, Email, System Name, DateRule 2 has Name, Email, System Name, Date Need to Append Rule 1 and Rule 2 for a combined list of all results. Currently can’t because the “Date” field isn’t allowed for a case statement output type

Would be helpful to show a % breakdown of responses here so that I don’t have to do the math in my head… would also make a nice screenshot to share with leadership in a weekly/monthly report.  

We don't integrate with SFDC and would love to be able to upload a profile picture for Gainsight Users. Several members of our team have the same initials, so this is a major pain!

Can we have the ability to configure Timeline search (related to* while creating timeline activity) in the same way as we have in Customer Search?

Hi Team, One of the customer is looking to hide playbooks in NXT tenant? Use case here : Playbooks were built as part of the original implementation; they are very generic and function more as guidelines. User would like to keep the guidelines as reference as user builds his own specific playbooks for actual CSM use. Best, Hardik

We have a field that is used to keep track of the date/time of when a EBR will take place. This is on the Call to Action Object and within SFDC shows the full date/time. However, on the CTA Additional Info portion, it only shows the Date and not the full Date/Time. When a CSM edits the field from the CTA the calenar pop-up is available but no time is required. Is there a way to configure the Call to Action to display Date/Time field in the additional info?

Can we create one bar chart or line graph that compares a single usage data metric, for example, from Jan - June 2015 and Jan - June 2016 overlaid on the same chart?  I'm not looking for two charts side by side but rather for a single chart where I can easily see the trends over specific months compared to each other.  If this is not currently possible, are there plans for adding year-over-year reporting?  Thank you.

Posting on Behalf of a customer.To ensure important data does not get deleted (CTAs, Success Plans, Timeline, Person, Relationships) by unauothrized users. It would be nice to have a feature to control data deletion from the UI. Along with this it be nice to have a log of all deletions performed in an org.

Can we have Sally in Slack post a notification to the Assignee of a CTA or CTA Task? I think it would be and ideal method for communicating a newly assigned record since Email Notifications might not be enabled by the user and generally people check their Slack messages on a more frequent basis then their email.

Currently, Widget and Field names in the C360 Summary view are predefined and not editable. We'd like to be able to change the name of the Healthscore widget to "Assessment Score" as this better reflects our current use of Scorecards. Renaming other Widgets and Fields, similar to the current ability to rename fields in Reports 2.0, would be very helpful. 

When you set up an action in the rules engine, there's a drop-down list that allows you to select the field you want to map. The problem is, there appears to be no sorting on this drop-down list, and finding the correct field is a chore. It's one of those things that looks like a non-issue if you are working with a small table, but when you have 100+ fields to map it becomes really time-consuming to find the correct field.

Is it possible to link a sandbox to a production instance so that we don’t have to continuously add the migration token each time we create a new migration job? Ideally it would be preferred if we can just enter the target migration code once and reuse it multiple times. 

Hi Team, Currently, we are showing GMT date time in “last modified date” field in datadesigner UI. I’d expect the date  & time to show in DD UI based on the user’s timezone. Demo Video recording: https://share.getcloudapp.com/L1uJlOnxBest,Hardik

I would really like to be able to see who created, last modified by, in the engagements. We have multiple team members creating new engagements and tests and it would be helpful to be able to clean up old engagements.

Hello All, I think I am loosing my mind. :) We recently created a subjective health score to allow for the CSM to log sentiment. However, based on Customer segment, we need an update every 30 days for example. I attempted to create a report off Activity Timeline and used a logic set like:(Where CSM = Current User AND Scorecard_Measure = Sentiment AND Activity Date <=30 Days) OR (Scorecard_Measure=Sentiment AND Activity Date=Null)I get all the accounts and update info for the out date sentiment, but nothing on the NULLS!!!!! Help! :) The Goal: Create a widget that shows the number of CSM Sentiments that are missing or older than 30 days.  Open to ideas/solutions. Any luck I am just missing something simple here.Thanks Admins,DB  

I have a customer that is using a rich text field in their attributes section, the section is scrollable but with all the data in there it would be beneficial to be able to resize the box to fit the text or have the box automatically resize due to entered text. Example below of the issue. 

Are there any plans to allow for export in a JO program? I seem to be unable to add as report attachment currently despite it being possible to export from Report Builder and Dashboard.