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samantha_braastad
samantha_braastad
Contributor ⭐️⭐️⭐️⭐️⭐️
April 6, 2017
Question

CSM filters when using Gainsight Connect

  • April 6, 2017
  • 1 reply
  • 60 views
When building reports that reference the Gainsight Connect data, we are not able to select as a filter "CSM equals NULL". The only options are "Current User" and "All User" (see below). 



This is an issue as we would like to build various reports for our 1:Many health based on MDA data but are unable to only look at non-CSM assigned accounts. 

Is this something that will be adjusted in the near future? 

    1 reply

    kate_green
    kate_green
    Helper ⭐️⭐️
    July 10, 2018
    For our 1:Many model, we created a user called "Cornerstone Client Success", which we input in the CSM field on those accounts.  This way, you can look at any account where the CSM = Client Success Team, for example, to show the shared accounts.
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