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Hello GS Admins,

We recently launched Scorecard 2.0 and I started looking at dashboards and reporting for the new scorecard measures.  I love the functionality of the mass edit report, but I realized quickly how the fields available to us admins is extremely light for company fields. When I add a filed for the Company ID > CSM > Name field it pulls the account owner, not CSM.

 

Anyone have any luck creating dynamic filters using the Unified Scorecard Fact - Company > Mass Edit type reports?

Any idea how I can look into why the CSM Name field is linked to the wrong contacts in our environment? 

 

Just want to see what kind of control we can get out of this thing. Today I cannot figure out how I can sort by CSM, CSM Manager, Region… etc as is today.

 

Thanks a ton,

David

You’ll want to look at how your Company records are getting populated (either through a Connector or the Rules Engine) to determine what mapping is being used for CSM. There is likely some configuration setting that needs to be updated. https://support.gainsight.com/Gainsight_NXT/02Data_Management/Data_Implementation/03Gainsight_Company_Object

 

For other data fields (CSM Manager, Region, etc.) you may have to add those in the mapping and possibly add new fields to the Company object (under Data Management) to hold those values.

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