Skip to main content
Solved

How to Create a Report to show Clients who haven't had a CTA assigned them yet

  • 11 July 2024
  • 3 replies
  • 54 views

I want to create a report to show all customers who have yet to have a CTA created for them. When I go to report I can only pull data on those who have had closed or assigned CTAs. It doesn’t show me the accounts without any closed or created CTAs. The goal is to have this available to all CSMs on my team so they know which clients need a CTA created. In turn once the manual CTA is created, we have a rule in place to auto schedule new Lifecycle CTAs every 90 days. 

 

Any thoughts on how to do this?

 

I am new to Gainsight and may be overlooking something. 

 

Thanks!

3 replies

Mdsingh
Badge

Hello @graysondalton, 

 

I hope you’re doing great, I think you can achieve this by using Data Designer- 

1. Open the DD in Gainsight.
2. Choose 'Company' as the primary object.
3. Perform a left outer join with the 'Call to Action (CTA)' object.
4. Set a filter on the CTA object for statuses 'Closed' or 'Assigned'.
5. Include a filter to display records where the CTA ID is null, identifying companies without CTAs.
6. Pick the fields for the report, like Company Name, etc.
7. Save and execute. 

This will list companies lacking CTAs. Share the report with CSMs to address these clients.I hope this helps. 

 

Thanks, 
Mudita 

romihache
Userlevel 5
Badge +5

Hi @graysondalton, reporting “lack of data” is usually a task for data designer as explained by Mudita above. 
One step missing is that you have to create a dataspace for it to be available in reporting in other areas outside DD (Step 4) and it will not be “live data”, leaving the documentation here as reference.

And just in case, dataspaces have the caveat that can’t be filtered in Home:

 

Continuous improvement is better than delayed perfection
G

@Mdsingh This worked perfectly. Thanks for the help!

Reply


Terms & ConditionsCookie settings