Hi Everyone,
I’m struggling to create a report to show how many accounts a user has vs how many activities a user has made within the last week. I’ve been asked to show this in a pie chart format.
Has anyone any ideas around how this could be created?
Thanks
Welcome to the community,
A few questions and ideas come to mind: As a Gainsight expert, I like to ask my stakeholders what problem they are trying to solve, or what business question they are trying answer, when I build a report or dashboard. That usually leads to clarity, and also sets you down the path of delivering insights (which is a great success story for you) rather than just stamping out reports on demand (which can make you feel like an order-taker at times).
If you’re trying to understand distribution of accounts and activity across all CSMs, you might try 2 separate Reports, both as pie charts: One based on the Company object, and one based on the Activity Timeline object. In this case, you would place Count of GSID into Show Me and CSM > Name into Group By (with a filter on your Activity Timeline object to include only entries in the last week). As you build your reports, the visualization types will become available, and you can select a pie chart visualization.
If that doesn’t deliver the insight needed to your users, maybe come back here with more on the questions they want answered, and we can help some more.
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