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chris_mudd
Gainsight Employee ⭐️
Gainsight Employee ⭐️
February 22, 2018
Released

Calculated fields in Report Builder

Related products:CS Reports
  • February 22, 2018
  • 14 replies
  • 377 views
It would be nice to be able to create a calculated field in report builder similar to the calculated fields you can create in the rules engine.  Currently I have a customer that needs to report on retention.  They would like to be able to take the sum of one field and divide it by a number to report on one column.  Then be able to display this quarter by quarter.

14 replies

sai_ram
Expert ⭐️⭐️
May 22, 2019
Hi All, Here is a good news about the implementation of calculated fields in Report Builder.

The Report Builder now offers a new functionality called Formula Fields. With Formula Fields in Reporting, admins can instantly create a formula field in Report Builder, based on their business requirements. These reports can then be consumed in all other functionalities of Gainsight, like: Dashboards, C360/R360, Success Snapshots, etc.

Currently, in Gainsight, admins can also create Formula Fields in Rules Engine and Data Management, and can use them in reports.

You can create Formula Fields of String, Date and Number Data Types.

Formula fields can be applied only on MDA objects and you cannot create formula fields on the following objects: Email Logs, Email Raw Events and Unsubscribed Emails.

 

Please follow this article for more information. 

 

leanne
Contributor ⭐️⭐️⭐️⭐️⭐️
June 28, 2019
Is it possible to use these new Formula fields to calculate NPS within a report? For example, I want to group our NPS survey responses by segment, or show the trend over time (group by date). I can easily "Group by" the Score Type, and see that I have, say, 10% Detractors and 80% Promotors, therefore a NPS score of 70. But can I use a formula field to actually subtract the percentage of one group of scores from the other? I can do this in a Salesforce report by applying a formula field to a subtotal.

Is there another way I'm not thinking of to actually calculate NPS within Report Builder?

I'd love to be able to do the same thing with our CSAT survey responses in Report Builder. Right now, we can show the percentages of responses ranging from (Very Dissatisfied) to (Very Satisfied). I'd love to be able to add the "Satisfieds" with the "Very Satisfieds" to create one Satisfaction percentage.

dan_ahrens
Expert ⭐️⭐️⭐️
July 1, 2019
Hi Leanne,

We released an update in our June patch release that allows you to calculate the NPS of a given segment or cohort in reporting. See this help article for more details. https://support.gainsight.com/Surveys/Examples_and_Tutorials/Calculation_of_True_NPS_on_Survey_Responses

VP of Customer Success at Forcepoint
leanne
Contributor ⭐️⭐️⭐️⭐️⭐️
July 1, 2019
AWESOME! That's exactly what I was looking for. Thanks!