Skip to main content
darkknight
Expert ⭐️
March 4, 2021
Discovery

Company Person should be able to export the List View

Related products:CS C360 & R360 & P360
  • March 4, 2021
  • 16 replies
  • 279 views

Now that we are on NXT, we are fully shifting our view in Gainsight to the Person/Company Person construct in place of SFDC Contacts.

Previously though we had a Related List section on C360 that displayed the list of SFDC Contacts. Our end users would frequently use the Export function on that section:

There does not appear to be an export option in the Company Person view:

The only workaround I can see would be creating a Related List view off the Company Person, but this would not give them the ability to Create new persons and we don’t want two sections.

This is a request to enhance this widget to have an export option.

16 replies

darkknight
Expert ⭐️
August 11, 2023

@Shilpa Gumnur This has been a parity gap ever since Gainsight started relying on Persons vs. Contacts in features like Timeline Attendees, etc. It’s a common use case for CSMs to need to export their contact list.

Gainsight is really bad about ensuring feature parity when they replace one function with another. 😡
 

Jeff Kirkpatrick
kisha1515
Contributor ⭐️⭐️
January 19, 2024

Is there an update on this? It would be good to have this functionality. 

bradley
Expert ⭐️
October 4, 2024

@Shilpa Gumnur any update on this? I do agree with @alizee that having admin control for companies that don’t want this (or for users who shouldn’t be able to do this) is good, but we are also coming across this need and I see it’s a 3 year old request that has continually gotten parked. And, as @darkknight pointed out, this is a regression in functionality.

cc @revathimenon in case there’s a new PM for this

Shilpa Gumnur
Helper ⭐️
October 7, 2024

Hi All,

Unfortunately this is parked for now(at least until q1 of 25, conservatively speaking) as we are looking at other priorities. 

I will re-open the conversation internally to see if we can borrow some bandwidth for this. 

@revathimenon can I please lean on you(in addition to other notifications/reminders) to update this thread in the near future?

Thanks,

Shilpa

kisha1515
Contributor ⭐️⭐️
October 30, 2024

Appreciate the recent update- As we are focusing on the customer and impacts we can do, it helps when we as Admins can help our field save time and this is one of the areas that is a pain as there is no export, so we are forced to create work arounds. I am hoping that this can be raised in Q1 2025 as it has been raised by the community for sometime.

pranaykundarapu
Gainsight Employee ⭐️
Gainsight Employee ⭐️
March 24, 2026

​@Shilpa Gumnur We wanted to check if there are any recent updates on this enhancement request. Our CSMs are actively looking for export/view options within the People section, and this capability would significantly improve their day-to-day workflows.

From a use case perspective, the ability to download the People list supports several key business needs:

  • User Validation for Cost Allocation:
    Some customer accounts manage internal cost allocations across multiple teams. This requires periodic validation of active users leveraging the subscription to ensure accuracy and alignment with billing and usage.
  • Commercial Insights & Trend Analysis:
    Our Commercial team relies on People data for both internal reviews and customer-facing discussions. Tracking user trends over time (e.g., growth, decline, or stability in user count) is critical for understanding account health and identifying expansion or risk signals.
  • Geographic Risk & Opportunity Assessment:
    User location is an important dimension in our analysis, as risks and opportunities can vary significantly by region. Having easy access to exportable data enables more effective segmentation and strategic planning.

At present, the lack of a direct export option in the People section introduces manual effort and limits efficiency for our teams.