I agree - I did as recommended - added entity type to the filter - selected company.  The options are still greyed out.  Any recommendations?

Hi @tharun, tried what you suggested and the options are still greyed out!

Any other suggestions?

Even though entity type is pre-selected, this still isn’t working properly, despite what the documentation suggests to do.

@vchernyavsky  I’m with you on this - this area of Gainsight is one of several representations of hell. Never managed to get it to work as expected even with the entity type filter. And I do believe this should just work without needing to prefilter on things that don’t even exist (for example, we don’t have relationships anyway, so why would we want to filter on company because that’s the only thing we have). 

This is still an issue, has anyone been able to get around this?

Entity Type is just one of the filters you have to add. You also have to add CTA Type as a filter.

There’s actually a little help box that tells you what you are missing.

The reasoning behind this is because you can have custom status’s based on your entity level and based on your CTA type. So you provide the proper options the report needs to know which one you are looking for

In our instance, the above fix worked for records where Entity Type = Company, but not for those where Entity Type = Relationship. Applying both the Entity Type and CTA Type filters for these records still results in greyed out Status, Priority, and Reason actions.