Trying to create a report for our dashboard to include a specific Milestone Timeline entry that is added at the company level, but then within that timeline the Associated Record = Relationship and then the various relationships are chosen (often times more than one).
![](https://uploads-us-west-2.insided.com/gainsight-us/attachment/f66eeb84-49f6-4b2e-9762-228815519cdf.png)
However, when we do this and run a report the relationship column doesn’t list the R360 associated relationship name which is really the GS Relationship Name.
![](https://uploads-us-west-2.insided.com/gainsight-us/attachment/61496f96-053d-447e-9ea2-a55d5830cea3.png)
It seems the only way to make that Associated Relationship name populate is to copy the C360 timeline entry to the clipboard and paste it into the R360 account by creating a duplicate timeline Milestone entry which is redundant work. See below for an example where that was done:
![](https://uploads-us-west-2.insided.com/gainsight-us/attachment/d9c4c13c-97d7-4a3d-98fe-8b4fe428371e.png)
We essentially want the Relationship name to populate in this column if the C360 Milestone timeline activity had the Associated Records Relationship selected.
Best answer by nburke
View original