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Gainsight CE: In order to provide activation details to our customer managers, add a “Group” filter to the People page, and add the ability to multi-select people to export. 

Hey Sheri! Thanks a lot for this idea! Improving the usability around helping our customers work with their customers sounds like something we may want to explore in the future. When this makes its way into our roadmap, I will make sure to reach out!

Meanwhile, we have actually just released a new version of the School Activity dashboard which you may find useful for this use case! You can find the information you’re looking for by following the steps below:

  1. Go to the Analytics section and choose School Activity.
  2. Use the filters on the top to select the desired group and time frame.
  3. Select the month that you are interested in (click on the bar).

     

  4. Find the activation date & time for each learner in the right-most column. You can also download that list right from that table view!

     

I hope that helps and let me know if there’s anything more I can do to help here.


Thank you for your response!! Very helpful


To add more detail about our hopes for this requirement:

  1. **Add ability to filter by Group**
  2. Enhance “Select All” functionality to “select all across pages” (currently, you can select all people on the current page)
  3. Increase display limit to show more people per page (currently, only 10 people appear per page)
  4. Export option should honor set filters
  5. Export option should include only the selected people, unless no individuals have been selected