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berin_bezmen_9a2cd6
berin_bezmen_9a2cd6
Contributor ⭐️⭐️⭐️
February 13, 2018

Timeline report by Date

  • February 13, 2018
  • 6 replies
  • 67 views
When you report on timeline by date there is no way to group the date by month/quarter etc. Our team uses timeline to log everything, which is great, but there is no way for us to analyze the average time spent on certain activities by month. We would really love this feature. 

      6 replies

      colin_burns_c26524
      colin_burns_c26524
      Contributor ⭐️⭐️⭐️⭐️
      April 11, 2018
      Second this. 

      Our use case is they might enter the Timeline Post in today, but the meeting with the customer actually took place last week. They'd like it to show up as LAST WEEK when the meeting actually took place.

      And the grouping is a great idea!
      venky_reddy_k
      venky_reddy_k
      Helper ⭐️
      April 12, 2018
      We are planning to give summarize by week/month etc ability on the date field in timeline object. Currently, there is no parity on how we support it across multiple databases in MDA (redshift, Postgress etc). I will update here on ETA of this feature as we take it up.

      Thanks
      Venky
      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      April 13, 2018
      Hi Colin,

      For your use-case, you can change the 'Activity Date' to the date when the meeting actually happened. In Timeline, we consider createdDate as the date when CSM logs the activity (this is automatically captured) and Activity Date as the date when the activity actually happened (CSM can change this date in the form). 
      You can then report on Activity Date and should get the desired results.

      Please let me know if you have any other questions.

      Thanks,
      Nitisha
      lane_h
      lane_h
      Helper ⭐️
      May 10, 2018
      Thanks Venky! I ran into this today. I was hoping to get some rough estimates on how much time different CSMs spend in different customer engagements. And ETA for this would be amazing!
      Director of CX and Scale Programs
      cmultanen
      cmultanen
      Helper ⭐️
      July 18, 2018
      Hi there, is this still being planned? It would be really help from an admin perspective to group and aggregate timeline activities by date to view adoption over time.
      rakesh
      Gainsight Employee ⭐️
      rakesh
      Lets put your data to work!
      October 17, 2018
      Hi Berin / All,

      The enhancement to summarize the date field in activity timeline object was shipped in one of our recent releases. Can you confirm if it works for you? 
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