Posting on Behalf of a customer.
Its found that given a timeline post with an attachment. User is not able to later make a report on those attachments via GS Report Builder on "Activity Timeline" MDA Object.
Please make that available for use.
New Idea
[Feature Request] Allow reporting on Timeline Attachments
Hi Kevin,
Can you please share few sample reports.
Few reports which I can think of are:
1. Show me all activities which have attachments
2. Show me all activities having attachments of format = PDF
3. Show me all activities where attachment name contains 'EBR'
Would you also like to report on attachments data?
Thanks,
Nitisha
Can you please share few sample reports.
Few reports which I can think of are:
1. Show me all activities which have attachments
2. Show me all activities having attachments of format = PDF
3. Show me all activities where attachment name contains 'EBR'
Would you also like to report on attachments data?
Thanks,
Nitisha
+1Hello Nitisha,
I would believe more use would come to " 1. Show me all activities which have attachments" where the attachment is also clickable if put into a dashboard report.
I could see some use in attachments data, for example, given a common attachment shared with the time, it would be nice to see how often its being used under what timeline subject. This would related to your "Show me all activities where attachment name contains 'EBR'"
Best,
Kevin
I would believe more use would come to " 1. Show me all activities which have attachments" where the attachment is also clickable if put into a dashboard report.
I could see some use in attachments data, for example, given a common attachment shared with the time, it would be nice to see how often its being used under what timeline subject. This would related to your "Show me all activities where attachment name contains 'EBR'"
Best,
Kevin
1 person likes this
+3I have a customer who would like this feature as well. They are trying to do two things with attachments on Timeline:
1. Build a report that shows if a Timeline Activity has an attachment (Ideally they would like to link to the attachment for viewing)
2. They would like to export the data from Timeline Entries to a Confluence Page and would like to include the attachments in that page.
Thanks,
Jeff
1. Build a report that shows if a Timeline Activity has an attachment (Ideally they would like to link to the attachment for viewing)
2. They would like to export the data from Timeline Entries to a Confluence Page and would like to include the attachments in that page.
Thanks,
Jeff
Any update on this request?
+1HI -
Are there any updates to this request?
We have the exact scenario where we need to filter for EBR’s where an EBR has been attached.
What are others utilizing for document storage for their teams with conjunction with Gainsight?
CC:
+4Adding one to this 
Just ran in to this issue.
Eddie Aguilar - Manager, CS Operations
1 person likes this
+1Another +1 with a request here. :) Ideally, would like to display attachment (yes/no) in the drilldowns of a “Count of <type> Activities> report.
1 person likes this
We don’t have an immediate plan to support this as team is currently working on other high priority items but, this has been added to the long term roadmap.
1 person likes this
This is a must to have feature. Our Executive team would like to review if a specific type of Timeline entry has an attachment. We are not able to pull a report on this. Instead we have to do this manually.
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