Skip to main content
kcsp
kcsp
June 24, 2019

Create Report that Shows Account Hierarchy View

  • June 24, 2019
  • 2 replies
  • 57 views
The Account Hierarchy view in the C360 is a very useful view that allows users to expand and collapse hierarchies. It would be cool to have this as a reporting capability outside fo the C360 section so end users can see information in a similar way, but more customizable.

      2 replies

      rakesh
      Gainsight Employee ⭐️
      rakesh
      Lets put your data to work!
      June 26, 2019
      Hi Kaycee,

      Thanks for posting this! Can you expand more on what sort of customizations would end users want to see in a report?

      kcsp
      kcspAuthor
      June 26, 2019
      Hi Rakesh,

      Absolutely! The way I'd see this done is having a table report type that lets users see accounts in a hierarchy view by selecting a dropdown arrow to expand/collapse (like they can in the Account Hierarchy section of a C360). Expanding/collapsing hierarchies would give them a more drillable way to see details for all their customers without having to go into each individual C360 page. I see this report looking very similar to the Account Hierarchy section, except it can live on a dashboard so users could see all of their accounts and their hierarchies.

      This could be expanded to fit other types of reporting like seeing all accounts that fall under a CSM (a report CSM Management could use), seeing all accounts that fall under a certain segement (e.g. Strategic), etc.

      Terms & ConditionsAccessibility statement