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Chae Stewart
Contributor ⭐️⭐️⭐️
May 2, 2023
Question

Is it possible to pull reports on the free text widget in the Summary section of C360?

  • May 2, 2023
  • 2 replies
  • 79 views

Is it possible to report on the free text widget you can add to the Summary section of C360? CSMs have mentioned it would be great to have their notes and a Modified Date captured somehow (i.e. in case of accidental erase)

2 replies

Prachidubey
Gainsight Employee ⭐️
Prachidubey
Gainsight Employee ⭐️
May 3, 2023

No , but if you use summary (widget ) which is also a free text area then yes you can , also you can any richtext field and report on it

Prachi Dubey (SR sol architect)
alizee
alizee
VIP ⭐️⭐️⭐️⭐️⭐️
May 5, 2023

No , but if you use summary (widget ) which is also a free text area then yes you can , also you can any richtext field and report on it

Rich Text fields can be included in a report but that’s where it stops. They’re not reportable on because:

  • Cannot apply any filter (i.e. null or not null)
  • Cannot sort (by starts with A or starts with Z, even though I’m not sure why one would need that)
  • Cannot search (so you can’t use the ‘in-column’ header to search for a piece of content in the field because the search bar doesn’t exist for these), which is a huge bummer
The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
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