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Contributor ⭐️⭐️⭐️⭐️⭐️
November 19, 2015

Ability to report on multiple related objects

  • November 19, 2015
  • 7 replies
  • 78 views
I need to be able to report on related objects in Gainsight as you are able to in Salesforce with custom report types.  For example, I would like to report on Accounts with Opportunities and Contracts but cannot figure it out.  Is this possible?  I have reports in SFDC, but I would like to have show this on the C360.

      7 replies

      molly_haupt
      molly_haupt
      Contributor ⭐️⭐️
      November 19, 2015
      YES!! Multi-source reporting is a necessity.
        darkknight
        darkknight
        Expert ⭐️
        November 19, 2015
        I agree. This is one of the biggest flaws I find in the reports engine.  This should be the top priority feature request.
        Jeff Kirkpatrick
          blynn_buckley
          blynn_buckley
          Contributor ⭐️⭐️⭐️
          April 28, 2016
          Product Team: Any update on this?
          steve_davis
          steve_davis
          Gainsight Employee ⭐️⭐️
          May 25, 2016
          Blynn,

          I understand the product is working on this as we speak. I am kicking this over into an idea so product has visibility into and hopefully can provide an update. 
            manu_mittal
            Gainsight Employee ⭐️
            manu_mittal
            Gainsight Employee ⭐️
            July 27, 2016
            We are releasing a new feature called Data Spaces to address this. ETA is August, and we plan to deliver a pretty robust MVP! 

            The idea is to let you define flattened out spaces by (1) picking fields from multiple joined Salesforce objects (up to 5 levels); and (2) filtering out all the unwanted data/records you don't wish to expose. These can then be used for reporting, building rules, etc. 

            There will be a few Data Spaces available OOTB, but you can always create more to address your specific requirements.

            Thanks,
            Manu
              adam_bambrough
              adam_bambrough
              Contributor ⭐️⭐️⭐️⭐️
              August 16, 2016
              Manu, will we also be able to use data spaces to define power lists? 
              manu_mittal
              Gainsight Employee ⭐️
              manu_mittal
              Gainsight Employee ⭐️
              August 16, 2016
              Only one default Data Space will be supported in CoPilot in the August release -- this is to support building lists on Relationship Contacts. Broader support will be added pretty soon.
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