Gainsight Employee ⭐️⭐️

Reporting on CTAs created

Forum|Forum|8 years ago
August 13, 2018
4 replies
69 views

I was chatting with a customer about a use case they have and found this to be surprising that we don't have this functionality already.

They want to report on how many CTAs were created by a specific rule.

The use case: "I have been asked by management to provide a list of how many of a specific CTA has fired month over month."

I find this to be a huge plus if we could do that.

leanne

Contributor ⭐️⭐️⭐️⭐️⭐️

There is a way to do this, but it's hard to find exactly the right Id. You can report on the Call to Action Object, and filter by the "Rule Action Id" field. The trick is finding the right Id to filter by, and I'd guess if you have multiple Actions on a single rule, you'd have to include each of the Ids individually.