Skip to main content
lane_h
lane_h
Helper ⭐️
March 8, 2017
Question

Integrating Timeline

  • March 8, 2017
  • 6 replies
  • 85 views
In the recent releases, has there been any progress in being able to report or run rules? We would like to write the date of the most recent meeting to an attributes field to track how frequently we are meeting with customers.

    6 replies

    karl_rumelhart
    karl_rumelhart
    Expert ⭐️
    March 9, 2017
    Terrific use case.  We released custom activity types and Relationship support in Feb.  Spring release will have a TON of additional Timeline capabilities including reports.  
      lane_h
      lane_hAuthor
      Helper ⭐️
      May 23, 2017
      I'm excited to see we are able to run reports based off of the timeline data with the May Release! Am I over looking how to do the reports or is that not possible yet?
      Director of CX and Scale Programs
      sunand_padmanabhan
      sunand_padmanabhan
      Contributor ⭐️⭐️⭐️
      May 23, 2017
      You can navigate to ReportBuilder and select "Activity Timeline" you should be able to see the timeline data
        lane_h
        lane_hAuthor
        Helper ⭐️
        May 23, 2017
        I miss typed...I want to run a rule based off of it. I was able to run the reports.
        Director of CX and Scale Programs
        manu_mittal
        Gainsight Employee ⭐️
        manu_mittal
        Gainsight Employee ⭐️
        May 23, 2017
        Hi Lane,

        You should be able to access 'Activity Timeline' when building a bionic rule.
        sai_ram
        sai_ram
        Expert ⭐️⭐️
        May 24, 2017
        Here is the release notes for reference, https://support.gainsight.com/Release_Notes/2017/Release_Notes_Version_5.6_May_2017%3A_Automatic_Upd...
        Terms & ConditionsAccessibility statement