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?
Page 1 / 1
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.
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.