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darkknight
darkknight
Expert ⭐️
August 19, 2022

Report Builder: Allow ability to SUM/AVG/MIN/MAX values at the Company level from within a Many:1 object

  • August 19, 2022
  • 2 replies
  • 59 views

If I’m running a Call to Action report, and I want to see how many CTAs there are by Reason, that’s simple.

If I also want to correlate this to the Total ARR (or some other numeric value at the Company level) I cannot do that, because the report will SUM/AVG/MIN/MAX across each individual Call to Action record line.

So if, for example, I have 2 open Risk CTAs under 1 Company, and that has Company::Total ARR of $10,000, the subsequent report would show CTA Count of 2, and Total ARR (at risk) of $20,000 because it is adding up each line twice.  This creates misleading report numbers.

Need a way to be able to report on granular Many:1 data, but including the ability to aggregate some values at a higher level (i.e. Company)

      2 replies

      Azad
      Gainsight Employee ⭐️
      Azad
      Gainsight Employee ⭐️
      August 22, 2022

      @darkknight  - your in luck, we are working on to enabling the formula builder to allow you to use the SUM function on conditions like company level or region level. 

      and if i am getting this correctly, you can then go and use a formula like 

      SUM ( ARR )  for a Company 

      COUNT ( CTA ID’s ) for a company 

      resulting in a single row with 2 and 10,000$

      PM- GS Home and Analytics
        darkknight
        darkknightAuthor
        Expert ⭐️
        August 22, 2022

        @Azad YES exactly!  Any idea on target timeframe for this functionality to become available?

        Jeff Kirkpatrick
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