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Julian
Julian
Gainsight Employee ⭐️⭐️⭐️
August 16, 2019
Guide

Everything you need to get started with Analytics and Reporting

Do you want to learn about Analytics and Reporting, but don't know where to start? Well then you have found the right place! :)

Attached to this document you can find a guide which walks you through all the different options and best practices when it comes to Analytics and Reporting. We have included a number of additional tips, so if you want you can also take it to the next level!

Any questions around this? Struggling with setting up your reporting? Feel free to ask us and we will help you out!

    12 replies

    Suvi Lehtovaara
    Suvi Lehtovaara
    Helper ⭐️⭐️
    August 19, 2019
    Hi @Julian!

    Page 3: Link " To learn how to activate keyword search, check this tutorial. " is not working for me :(

    Could you please check it? 🙂
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    https://yhteiso.elisa.fi/
      Julian
      JulianAuthor
      Gainsight Employee ⭐️⭐️⭐️
      August 19, 2019
      Hi Suvi!

      Thanks for the feedback, it seems I forgot to update that link, it is pointing to the unpublished version of this tutorial. 😥 So if you use this link you will see the tutorial.

      I will update and then re-upload the pdf, so that it's correct in there as well. :)

      Once again thanks for letting me know!
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      I follow my nose, it always knows
        anirbandutta
        anirbandutta
        Expert ⭐️
        December 14, 2021

        Fabulous article @Julian, kudos!

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        It's an opportunity for engagement
          ryanne.perry
          ryanne.perry
          Helper ⭐️
          April 28, 2022

          Is there a way to exclude a specific user role for Analytics? For example, our employees are registered users but it doesn’t help to see their activity on the Dashboard reports.

          Please advise of the possible!

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          🌻 Ryanne
            Wilder-Clari
            Wilder-Clari
            Contributor ⭐️⭐️⭐️⭐️
            April 27, 2023

            The attached PDF talks about a “Success Dashboard” -- where can I find that? 

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            Julian
            JulianAuthor
            Gainsight Employee ⭐️⭐️⭐️
            May 2, 2023

            Thanks for asking this - the Dashboard recently has been renamed, it is not the Q&A Dashboard.

            If you are struggling to find a certain KPI, please let me know and I will be happy to help.

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            I follow my nose, it always knows
            genells
            genells
            Contributor ⭐️⭐️⭐️⭐️
            November 26, 2024

            Hi ​@Julian I’m struggling to find documentation that defines in detail what each of the export types show in terms of data.

             

            Some are self-explanatory but a guide would be nice to reference before generating/queuing/downloading reports. 

             To take it a step further, documentation with a table chart of all the headers that display in each given report and what they mean. For example, if I download the User type report, I get a CSV with a header of join_dates. This term isn’t referenced anywhere (that I could find) within the Control view of Gainsight and I can only assume it means the registration of said user. 

            Let me know if I’m missing where this information lives or if it’s something that can be considered for future support documentation on the Analytics Gainsight has to offer. Thanks!

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            Julian
            JulianAuthor
            Gainsight Employee ⭐️⭐️⭐️
            November 27, 2024

            Hi,

            Thanks for sharing your feedback here. I quickly checked and you are right, we only seem to have a high-level overview of our exports and what they can be used for:

            A guide within the export page surely would make sense - also some documentation around what the specific columns are actually measuring. I will share this feedback with our product and documentation team, so that we can look into both suggestions. 

            To answer your specific question, the join date stands for the registration date. I hope that most other columns are self-explanatory, but should you wonder what is what, please do not hesitate to ask us here. :) 

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            I follow my nose, it always knows
              Aleksandra
              Aleksandra
              Gainsight Product Manager
              March 31, 2026

              As our community and analytics continue to evolve, I’ve attached the updated User Guide for CC Analytics to keep everyone up to speed.

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              Aleksandra
                rebekaheslao
                rebekaheslao
                Contributor ⭐️
                August 4, 2026

                Im interested to build our own KPI Overview, but where do I start to build it? This would be excellent way to measure our community metrics that leadership would love to check! Thanks to anyone who have insights on this! 😀

                 

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                Aleksandra
                Aleksandra
                Gainsight Product Manager
                August 5, 2026

                Hi ​@rebekaheslao  👋

                Great question! For building your own KPI Overview, there are two main ways to feed it with data:

                - Exports (Control → Analytics → Export): the simplest starting point. Run them on demand or schedule Recurring exports (weekly/biweekly/monthly/quarterly) and drop the CSVs into your overview sheet. Just note everything is in UTC.
                - Data Lake Connectors: for a more automated setup, use the BI Connectors (Tableau, Power BI, Looker) or the S3 Connector to query the full Data Lake directly, so your overview refreshes without manual CSV handling.

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                Aleksandra
                rebekaheslao
                rebekaheslao
                Contributor ⭐️
                August 5, 2026

                Thank you! This is helpful to know, ive been looking for other ways to measure KPIs aside from the dashboard

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