Skip to main content
becky_richardson
becky_richardson
Contributor ⭐️
September 6, 2016
Question

Add fields via Lookup for Reporting

  • September 6, 2016
  • 2 replies
  • 92 views
I would like to report in Gainsight on fields contained on a lookup field record on our Salesforce accounts. In Salesforce, I can add fields via lookup on the report type and use these fields, but I cannot find a workaround to do the same in Gainsight. 

I want to utilize the report in a Success Snapshot, so I am looking to find a way within Gainsight to report on this information. 

    2 replies

    sudarshan_vig
    sudarshan_vig
    Contributor ⭐️⭐️⭐️⭐️⭐️
    September 7, 2016
    Hey Becky, Ideally Data Spaces should solve the issue. You can create a "virtual" object called a Data Space using all the connected SFDC objects and report on top of it. Please go through the following links and let me know if I can help you further:
    1. Data Spaces overview
    2. Data Space creation and consumption

    And keep the questions coming !! 🙂
      becky_richardson
      becky_richardsonAuthor
      Contributor ⭐️
      September 8, 2016
      Will I be able to reference the newly created report (off of a Data Space) in a Success Snapshot? Currently I cannot get the report built off of a Data Space to show up when adding a report to a Success Snapshot. 
      Terms & ConditionsAccessibility statement