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Hello everyone!

This thread is for our upcoming Tuesday Admin Office Hours session on Tuesday, May 6, 2025 at 1pm PT / 2pm MT / 3pm CT / 4pm ET.

Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions).

There is no need to register for these sessions - you can join at any time. Once the session is underway, I will go in order of questions posted below first, then field questions from anybody else who has joined as well. Look forward to talking with you!

Conference Details (Zoom):

Tuesday, May 6, 2025 at 1pm PT / 2pm MT / 3pm CT / 4pm ET

 

Join Zoom Meeting:

https://gainsight.zoom.us/j/96758098131?pwd=Z2ZyTDRYVzJGMDdsV20vWWxXRGcydz09

 

Meeting ID: 967 5809 8131

Passcode: 678844

 

For dial-in info by your location, find your local number: 

https://gainsight.zoom.us/u/azzeidOTB

Scott,

 

Want to know the best way to capture Weekly Updates within Timeline and create a report that captures All Account Managers Weekly Updates based on the Week Ending date field onto one report for management.

 

I have tried 3 different options but not getting the formatting I am looking for.

 

Suggestions on best practice?

 

Thank you,

Di