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stella
stella
Contributor ⭐️
June 12, 2017
Question

Capturing relationship type in timeline reporting

  • June 12, 2017
  • 3 replies
  • 71 views
I'm excited about creating reports based off of activities in timeline.  I started to do this, but found that I can't pull in the relationship name (product/account combo in my case) when I create a report using the "activity timeline" field.  Has anyone gotten around this without using bionic rules?  I'm still learning, so baby steps would be helpful!

    3 replies

    nitisha_rathi
    nitisha_rathi
    Expert ⭐️⭐️
    June 12, 2017
    Hi Stella,

    All account and relationship attributes are directly available in 'Activity Timeline' object. To add relationship name, add Relationship ID > Name field in show fields



    To add relationship type, select Relationship ID > Type ID > Name in show fields



    Thanks,
    Nitisha
      manu_mittal
      Gainsight Employee ⭐️
      manu_mittal
      Gainsight Employee ⭐️
      June 12, 2017
      Just to add to Nitisha's comments: If you are not seeing any data when you pull the 'Name' field in, please go to 'Administration -> Gainsight Connect' to check if Relationship data is getting synced to MDA. You can find more details here on how to enable this feature.
      stella
      stellaAuthor
      Contributor ⭐️
      June 12, 2017
      Thanks, Nitisha and Manu.  The combination of these posts give me the info that I need.
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