Is there a way to pull a report of accounts that do NOT have any sponsors? (Sponsor Tracking)
Solved
Accounts without sponsors
Best answer by dan_ahrens
Hi Jessica,
You can't do this in a simple report, as the SponsorTracking object would only have records for Accounts that have a tracked sponsor.
One way to solve for this would be to build a bionic rule that would aggregate (count) the number of contacts in the SponsorTracking object - so that you'd get a numerical value for each Account and then merge that data with all of your Accounts. Any accounts that have a tracked sponsor would have a numerical value >0 while any that do not will have a null value for that aggregation.
You can then run this report as a test and then view the execution results to download the data (equivalent of running a report to get this exported data): https://support.gainsight.com/Rules_Engine/Admin_Guides/Scheduling_Rules#Run_Now
View originalYou can't do this in a simple report, as the SponsorTracking object would only have records for Accounts that have a tracked sponsor.
One way to solve for this would be to build a bionic rule that would aggregate (count) the number of contacts in the SponsorTracking object - so that you'd get a numerical value for each Account and then merge that data with all of your Accounts. Any accounts that have a tracked sponsor would have a numerical value >0 while any that do not will have a null value for that aggregation.
You can then run this report as a test and then view the execution results to download the data (equivalent of running a report to get this exported data): https://support.gainsight.com/Rules_Engine/Admin_Guides/Scheduling_Rules#Run_Now
+2Hi Jessica,
You can't do this in a simple report, as the SponsorTracking object would only have records for Accounts that have a tracked sponsor.
One way to solve for this would be to build a bionic rule that would aggregate (count) the number of contacts in the SponsorTracking object - so that you'd get a numerical value for each Account and then merge that data with all of your Accounts. Any accounts that have a tracked sponsor would have a numerical value >0 while any that do not will have a null value for that aggregation.
You can then run this report as a test and then view the execution results to download the data (equivalent of running a report to get this exported data): https://support.gainsight.com/Rules_Engine/Admin_Guides/Scheduling_Rules#Run_Now
You can't do this in a simple report, as the SponsorTracking object would only have records for Accounts that have a tracked sponsor.
One way to solve for this would be to build a bionic rule that would aggregate (count) the number of contacts in the SponsorTracking object - so that you'd get a numerical value for each Account and then merge that data with all of your Accounts. Any accounts that have a tracked sponsor would have a numerical value >0 while any that do not will have a null value for that aggregation.
You can then run this report as a test and then view the execution results to download the data (equivalent of running a report to get this exported data): https://support.gainsight.com/Rules_Engine/Admin_Guides/Scheduling_Rules#Run_Now
VP of Customer Success at Forcepoint
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