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CTA: Report on CTAs Created Manually by CSMs

  • November 21, 2018
  • 3 replies
  • 88 views

phil_hart
We're looking at reporting on Gainsight adoption by individual CSMs on the team in addition to the weekly Usage/Habit reports from Gainsight.

In addition to CTAs closed, it would be good to report on CTAs created manually by CSMs instead of using to-do lists etc or solely working from the automated CTAs but I can't find a "Created by" field on the CTA object in the report builder.

Is there a way to report on who created each CTA?

Best answer by aditya_marla

@phil_hart : Another way would be to use the field “Source” on the CTA object and filter to see CTA’s where Source = Manual

3 replies

phil_hart
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  • Contributor ⭐️⭐️⭐️
  • November 21, 2018
[Solved with data space]


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  • Contributor ⭐️⭐️⭐️⭐️
  • February 7, 2020

aditya_marla
  • Helper ⭐️⭐️⭐️
  • Answer
  • February 11, 2020

@phil_hart : Another way would be to use the field “Source” on the CTA object and filter to see CTA’s where Source = Manual