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samantha_braastad
Contributor ⭐️⭐️⭐️⭐️⭐️
November 29, 2016
Question

With the new feature of 'Timeline', is it possible to build reports off of this object?

  • November 29, 2016
  • 15 replies
  • 172 views
We love the new Timeline feature but would like to monitor adoption and also report on customers that have 'activities' logged within Timeline. Is it possible to build reports on this feature? 

15 replies

darkknight
Expert ⭐️
November 29, 2016
I believe in the last roadmap session it was mentioned that reporting capability was not available yet, but would be coming in a future release.  Unless something has changed since then.
Jeff Kirkpatrick
dstokowski
Gainsight Employee ⭐️⭐️
December 3, 2016
Jeff is absolutely right. This clear gap is one of the key reasons we have designated this as Beta and is absolutely something we will be adding.
michelle_flink
Contributor ⭐️⭐️⭐️
December 6, 2016
+1 here. I spoke with a customer who would also like reporting on Notes/ Timeline. Use case here is that they would like to be able to pull a summarized list of the number of calls, meetings, etc for a particular customer.  Sounds like we are thinking about this and is something we'll be adding as we build out this feature! 
manu_mittal
Gainsight Employee ⭐️
Gainsight Employee ⭐️
December 7, 2016
Thanks for sharing, Michelle. Is this an overall count or for a particular time-period?

All - Please do share any reporting use-cases you have come across. Will help validate our assumptions as we build this out.
emily_davidson
Gainsight Employee ⭐️
Gainsight Employee ⭐️
December 7, 2016
We have a lot of customers who want to have a scorecard measure based on "last call date" with a customer or "x number of days" since contact with a customer.  I can see timeline reporting being very helpful in creating this.  Right now they are building it off of SFDC activities I believe.  
michelle_flink
Contributor ⭐️⭐️⭐️
December 7, 2016
I think both would be helpful! 
michelle_flink
Contributor ⭐️⭐️⭐️
December 7, 2016
More detail from customer: 'Would like to be able to pull how many calls you did with a customer in one year, or some other time frame'.
Also -- please see below for additional feedback: 'I came across something less than ideal. Once you add more than a couple contacts as , the window just “...” and you can’t see the full list of people unless you go into edit'.

manu_mittal
Gainsight Employee ⭐️
Gainsight Employee ⭐️
December 7, 2016
Valid feedback, Michelle. We'll fix this.
leslie_diephuis
Contributor ⭐️⭐️⭐️
December 16, 2016
Maybe a bit of a corner case but we have a need to migrate our Timeline activities to a new org so being able to export all from a report would be very beneficial.
manu_mittal
Gainsight Employee ⭐️
Gainsight Employee ⭐️
December 16, 2016
Thanks for sharing, Leslie. This would also be a good one to consider for the X-Org Migration utility we are building. You can find some details here.