Export Option in Timeline

Thanks for your inputs. I have added it to the roadmap.

would love to be able export the notes, CTA, timeline activity subject, date, author etc in the exportable report.

I added this before I saw this post https://community.gainsight.com/cs-ideas-21/text-analytics-for-timeline-keywords-in-the-form-of-an-exportable-report-37964

Our users have requested this

One of my clients had also requested a similar functionality. Use case: providing an overview of key actions taken with regard to risk accounts in order to provide to internal executives.

Hi Any update to this request? Can we export Timeline to an excel file ?

It would be great if this could export to PDF for account reviews and to easily share the timeline with the client. The Report export to CSV works but it’s not as nicely formatted.

We can export Timeline via report builder but directly giving export option in Timeline is not planned in the short term. It is on our long term roadmap.

Can you tell me what object is the Timeline in?  I am fairly new to Gainsight and not an admin, but have worked on some basic reports.  If you can provide an example that would be great

@wmurthy, in the Report Builder, you can select the Activity Timeline source object to report on activity data. To report on External Attendee and Internal Attendee data, select the Activity Attendee object as your source. 

Here’s what GS Support states in their article for Nxt: 

This article explains the process of creating a Report which displays all of the Activity subjects.

To create Report:

1. Navigate to Administration > Report Builder.
2. Click + REPORT.
3. Select Activity Timeline as the source object.

4. Select the Reporting Category and Name (this is company name) fields in the Show me section. You can add other fields, as required. This report generates the list of Companies and groups them as per their reporting categories
5. Click RUN. The report is generated.

Create Reports on Attendees: You can now use the Timeline Internal Attendees and External Attendees fields in Reporting. To accomplish this task, Gainsight provides the following components:

• Internal Attendees and External Attendees fields: The Activity Timeline object is now enhanced with two new fields; Internal Attendees and External Attendees. These fields return the list of internal and external attendees (respectively), who attended a particular meeting.
• Activity Attendee Object: A new junction object called Activity Attendee has been introduced. This object has Activity ID and internal and external Attendee ID fields. You can use this object while creating rules or reports which are based on an attribute of a person.

Note: When you type the name of a Person (attendee) in the filter field, ensure that you enter the exact name of the person. You cannot find name suggestions based on the characters entered.

Business Use cases:

• Create a report on the list of activities, organized with a particular person(s) (internal or external) in the past one month, quarter, or year. To accomplish this, use Activity Timeline as the source object and add the required fields in the Show me section. Use the Internal Attendees/External Attendees field in the filter area and enter the name of the required person.

• Create a report in which a particular internal or external attendee was involved.

• Create a report which enlists internal or external attendees who have not attended any meeting in a given period of time.

• Review the internal attendees who attended meetings with a customer, who recently churned out.

Anything we can do to encourage self-sufficiency and collaboration I am % onboard! 

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