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kaycee
kaycee
Contributor ⭐️⭐️⭐️
April 18, 2016
New Idea

Group by Numeric Fields in Reports

  • April 18, 2016
  • 8 replies
  • 155 views
Gainsight doesn't have the ability to add numeric fields to the By section of a report. We have a need to generate reports that group customer information by numeric fields in order to see the number of accounts that have the same number for a given field (e.g. X customers have an overall health score of Y).

Since this capability doesn't exist in Gainsight, we do a lot of our reporting externally after creating tables of the relevant information we're looking to view. It would really help in getting end users more adopted with Gainsight, if they're able to see reports in one spot, in real time, instead of having to consume reports externally that are generated at one point in time. 

      8 replies

      dstokowski
      dstokowski
      Gainsight Employee ⭐️⭐️
      April 19, 2016
      Do you have other use cases outside of Health Score as well for this capability?
      kaycee
      kayceeAuthor
      Contributor ⭐️⭐️⭐️
      April 19, 2016
      Yes. We calculate a Renewal Risk Grade score that's on a scale of 1-5 (calculated in a formula field). We are interested in looking at how many customers fall within each grade, but are unable to create this view in Gainsight without being able to add numeric fields in the By section. 
        lane_h
        lane_h
        Helper ⭐️
        April 19, 2016
        Hi Kaycee,

        We had this issue with grouping by day of the month customers signed up. We had to write the number as text into a custom field to be able to group by the number. 

        We are interested in this functionality as well.

        Here is the community post: https://community.gainsight.com/gainsight/topics/set-renewal-date-by-month-and-day
        Director of CX and Scale Programs
        gaurav_kotak
        gaurav_kotak
        Expert ⭐️
        April 20, 2016
        Thanks for the feedback. We're evaluating feasibility. 
          brittany
          brittany
          Contributor ⭐️⭐️⭐️⭐️⭐️
          September 26, 2016
          Also, NPS Scores in the By Section!
            sverbanic
            Contributor ⭐️⭐️
            March 31, 2021

            I have been trying to write a “number” into a “string” field to work-around the grouping limitation but don’t know which function to use to accomplish this.  There doesn’t appear to be a number-to-string function.

              andreammelde
              andreammelde
              Helper ⭐️⭐️
              April 26, 2021

              Any more information on this? We need this as well. Created a custom success plan field to determine Number of Days Since Last Modified, and want to get a visual to group by the custom field but since it is a number cannot do so

              Andrea Carroll
                sai_ram
                sai_ram
                Expert ⭐️⭐️
                June 1, 2021

                @andreammelde this is added to the redesign. This will be available in new Horizon analytics. 

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