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mr255405
mr255405
Helper ⭐️
June 22, 2020

Creating Bundle for Filters in Report Builder / Rules Engine

  • June 22, 2020
  • 6 replies
  • 100 views

I have an idea concerning report builder and rules engine regarding data filters that I find myself frequently assigning. For example, I frequently target accounts by adding filters like:

  • Company Status = Current Customer
  • Status = Active
  • Stage = Live

It would be neat if I could, in this example, create a filter called Currently Live and by assigning this one filter it would then assign the three detailed above. Just a thought.

    6 replies

    rakesh
    Gainsight Employee ⭐️
    rakesh
    Lets put your data to work!
    July 7, 2020

    Hi @mr255405 

    This looks a lot like the segments feature that @nitisha_rathi is working on. @nitisha_rathi can you share some details on if this can be solved via segments?

      mr255405
      mr255405Author
      Helper ⭐️
      July 7, 2020

      I’d be curious to hear more!

      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      July 9, 2020

      @mr255405 A new exciting “Segments” feature is coming in July release. Using it, you will be able to segments your customers and contacts e.g. Segment of “Currently Live” customers or list of contacts who have raised support ticket is last 30 days with their role and much more..

      You can then use these Segments to add participants in Programs in July release but going forward the vision is to expose these segments across the product - as filters, in email assist etc. So you should be able to easily say filter by dashboard to “Currently Live” customers.

      mr255405
      mr255405Author
      Helper ⭐️
      July 9, 2020

      Sounds great, I look forward to seeing it in action!

        sai_ram
        sai_ram
        Expert ⭐️⭐️
        July 28, 2020

         

        @mr255405 A new exciting “Segments” feature is coming in July release. Using it, you will be able to segments your customers and contacts e.g. Segment of “Currently Live” customers or list of contacts who have raised support ticket is last 30 days with their role and much more..

        You can then use these Segments to add participants in Programs in July release but going forward the vision is to expose these segments across the product - as filters, in email assist etc. So you should be able to easily say filter by dashboard to “Currently Live” customers.

        @mr255405 Segments feature is available now. Please refer to this article for more information. 

          mr255405
          mr255405Author
          Helper ⭐️
          July 28, 2020

          Terrific, thanks for the update(s)!

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