I need some help with reporting -
can we summariz some columns on a tabular report like usage volume while not summarizing account name?
HOw can I add a trend line to a column graph - for example - column graph pf cases created week ovr week and and a trend ;line of resolution time
I’ll be able to join at 3:30
I’m baaaaack!
I need help with Data Designer - a dataset (Avg Activites per Account) you helped me build a few weeks back. Now I need to change the CSM field so it can be filtered for allusers on DB, but when I try to make the change I get stuck.
We just migrated to Survey 2.0 and would like to talk about some issues around NPS CTAs because of the change.
Hi Scott, long time! Is there a way to create a Gantt chart view of Success Plan Progress across accounts? I know of the Gantt view within the success plan itself but I’m specifically looking for across accounts. Thanks!
Report question. I’ll show you on the call
Hello @ml2019 -- wanted to follow up re: Gantt Chart question and then the potential for a coming Smartsheet integration as well.
On the Gantt visualization, as I’d thought, it’s not on the roadmap currently. We just haven’t seen enough use cases/requests for Gantt at anything but the Customer level or Success Plan level (where it currently is available). Aggregated data across a cohort doesn’t usually fit with what a Gantt is made to show. That said - the product owner for reporting is interested in your use case, since we haven’t seen many - if you want to put details in a reply here, or create a Product Request post for Gantt and give some details there, I’ll let him know.
On Smartsheet integration: definitely on the current roadmap - wouldn’t be coming in the next few releases, certainly, but it’s on the list to build (as opposed to the “list of things we might build”).
You can add your vote to the request, and add your use case, on this post:
Smartsheet Integration Request
Hope that helps!
