[Feature Request] Allow reporting on Timeline Attachments

Related products:CS Timeline & Activity Tracking

Forum|Forum|8 years ago
January 2, 2018
17 replies
466 views

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.

nitisha_rathi

Expert ⭐️⭐️

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

kevin_lyAuthor

Helper ⭐️

Hello 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

jeffrey_boyer

Gainsight Employee ⭐️

I 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