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CTA: Report on CTAs Created Manually by CSMs

Forum|Forum|7 years ago
November 21, 2018
3 replies
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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

phil_hartAuthor

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[Solved with data space]

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@phil_hart Can you help out with this question: https://community.gainsight.com/reports-dashboards-9/cta-compliance-reports-rule-created-or-management-assigned-ctas-only-37516

Thanks!

aditya_marlaAnswer

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