Question

CTA report which only show next CTA

  • 28 January 2022
  • 1 reply
  • 20 views
K

Hi all,

New to Gainsight but I am trying to create a report that shows my team what is the next CTA that has not been closed. This CTA could be overdue or not due for another 2 months.

I have created a report that shows me the customer name, CTA name, due date and who the user is.

It currently brings back all open CTA but I only want it to show 1 CTA, however, this CTA could be overdue or not due for another month or so. 

Is there a way to add in a filter that only shows the top CTA on the list? 

 

Hope that makes sense??

1 reply

matthew_lind
Rank
Userlevel 7
Badge +9

I don’t know of a way to do that with a single Report built from standard MDA objects.

I can see a route to handling that in Data Designer or the Rules Engine. There are likely several workable solutions; mine would be:

  1. Create a dataset of CS Tasks with CTA and Due Dates (similar to your report) and any other identifying criteria you likely want on a Report
  2. Transform that to group CS Tasks by CTA, showing the CTA and the MIN of the Due Date of all CS Tasks within each CTA.
  3. Perform a common merge of your initial data set and your transform data set, matching on CTA and on Due Date / MIN Due Date
  4. Your resulting dataset will be the one CS Task with the MIN (earliest) Due Date, along with any of the identifying criteria you “pull through” to your Merge step.

I’ve done something similar and it’s quite workable, though it takes a few steps in DD or the Rules Engine.

Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?

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