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sarah_couch
sarah_couch
Contributor ⭐️⭐️⭐️⭐️
January 22, 2016
Question

Is there a way to report on the rules in the rules engine?

  • January 22, 2016
  • 21 replies
  • 314 views
I need to create a comprehensive report on active rules in the rules engine including what actions will result in the rule running and when the rule is scheduled. Is there a way to create such a report? I think I have to do this manually but would love it if that was not the case. 

    21 replies

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    darkknight
    darkknight
    Expert ⭐️
    October 18, 2016
    I don't believe so.
    Jeff Kirkpatrick
    sara_hoeffler
    sara_hoeffler
    Contributor ⭐️⭐️⭐️⭐️⭐️
    October 18, 2016
    Nope.
    sarah_couch
    sarah_couchAuthor
    Contributor ⭐️⭐️⭐️⭐️
    October 18, 2016
    We do not either.
    allie_gold
    allie_gold
    Helper ⭐️
    December 22, 2016
    What's the status on this? I'd like to see an export also where I can see the conditions/triggers/criteria and the resulting actions that occur from each of my rules.
    darkknight
    darkknight
    Expert ⭐️
    December 22, 2016
    I don't know if it completely meets the need you're looking for Allie, but you might try testing out the Configuration Snapshot:  https://support.gainsight.com/hc/en-us/articles/235705027-Gainsight-Config-Snapshot

    It does contain the rules, fields and filters, action criteria etc.  but it doesn't contain any info about the actual results from any of the rules runs.
    Jeff Kirkpatrick
      allie_gold
      allie_gold
      Helper ⭐️
      December 22, 2016
      This meets enough needs, IMO. Thanks so much Jeff!
        kate_green
        kate_green
        Helper ⭐️⭐️
        January 17, 2018
        I don't see any update here so I'm going to assume that Config Snapshot is still the best approach for auditing my rules?

        Here's the updated link (Jeff's above was broken)
        https://support.gainsight.com/Product_Documentation/Administration/General_Administration/Gainsight_...
        kate_green
        kate_green
        Helper ⭐️⭐️
        January 17, 2018
        Unfortunately it appears that the Snapshot does not include Bionic rules - can anyone confirm the best way to report on all rules in our Gainsight instance?
        darkknight
        darkknight
        Expert ⭐️
        May 21, 2018
        Does anyone know if there is a way to report out on Bionic Rules in lieu of Config Snapshot which still doesn't capture them?
        Jeff Kirkpatrick
          jitin_mehndiratta
          jitin_mehndiratta
          Helper ⭐️⭐️⭐️
          May 26, 2018
          Hi Jeff/Kate,

          We are planning to capture Bionic Rules in config snapshot. It should be available soon. I will update on this post once the exact timelines are decided.

          Regards,
          Jitin
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