Overall, we find the weekly email of the usage of Gainsight very well designed and easy to get insights from. The one thing that could make them better is the ability to customize them. Here's why.
My client is still in phase 2 of the implementation, the internal reports we receive on our own usage of Gainsight is somewhat tainted by the activity of the GS administrator, myself and GS services team. It makes it hard to see which features are really being adopted and which ones might require some additional training. It also distorts the usage/adoption trend graph. Bottom line, it would be great if we could customize the report to exclude certain users to see the "real" picture which will allow us to help achieve higher adoption with the "real" users.
In addition, as Gainsight might allow more partners to help with implementation, it would be great to have these emails sent out to partners as well. My understanding is that currently, these weekly emails can only be sent to the emails associated with the account.
All and all, we love the format and appreciate the automation.
Provide the ability to filter out the GS administrator and GS services team from GS internal usage graphs
+1
Hi Irit,
1) the weekly can be sent to any SFDC user (not necessarily associated with the account). Does that help?
2) For your question on filtering reports by specific users. At a report-level are you able to use the user != <specify user> filter to run reports or does this work (and you need to filter at a role-level). If this does, the weekly email should honor these reports. Separately we are working on apply locked filters at dashboard-level within next couple of releases, so this will save you from apply user filter at each individual report
1) the weekly can be sent to any SFDC user (not necessarily associated with the account). Does that help?
2) For your question on filtering reports by specific users. At a report-level are you able to use the user != <specify user> filter to run reports or does this work (and you need to filter at a role-level). If this does, the weekly email should honor these reports. Separately we are working on apply locked filters at dashboard-level within next couple of releases, so this will save you from apply user filter at each individual report
Hi Irit,
Thanks for your input!
I made and coordinate the Usage Reports which go out to customers. As you imagine, it's hard to build an automated & scalable system that still has room for customization! In the product's current version, we haven't yet found a workable solution to allow this sort of customization at scale. As Gaurav mentioned, applying one-off user filters on the source reports would technically work but isn't a scalable solution because we're limited to ~20 filters, and these reports go to most customers!
In this case, I would recommend reaching out to the CSM or Project Manager on the account to see if a more detailed excel report is possible. It's not as pretty as the Copilot reports, but should provide the granularity and detail to help you better understand adoption.
-Will
Thanks for your input!
I made and coordinate the Usage Reports which go out to customers. As you imagine, it's hard to build an automated & scalable system that still has room for customization! In the product's current version, we haven't yet found a workable solution to allow this sort of customization at scale. As Gaurav mentioned, applying one-off user filters on the source reports would technically work but isn't a scalable solution because we're limited to ~20 filters, and these reports go to most customers!
In this case, I would recommend reaching out to the CSM or Project Manager on the account to see if a more detailed excel report is possible. It's not as pretty as the Copilot reports, but should provide the granularity and detail to help you better understand adoption.
-Will
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