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New Idea

Providing ways to further customize usage reports for customers

Related products:CS Reports
  • August 17, 2016
  • 1 reply
  • 13 views

nadav_shemtov
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 96 replies
I've been getting this request from several customers: 



How can we customize the usage reports that we get from you (e.g. Gainsight) or that we send to our own customers. 



When common use case for example is not only showing activity by user, but further categorizing users into different teams/regions and send the relevant report to the relevant client contact. 



I know this might be somewhat addressed by the Customer Portal feature that might be coming at some point, but wanted to see if there is a different way to address this in the meantime. 

1 reply

dan_ahrens
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  • Expert ⭐️⭐️⭐️
  • 1984 replies
  • August 17, 2016
Hi Nadav,

This would basically come down to building a report that used any contact specific measures or classifications (like identifying users as Admin, Decision Maker, Adoption Champion, etc) to aggregate or segregate the report of end user data. 



Gainsight customers can do this today for their customers providing that they have the appropriate contact level identifiers configured. 



The usage report that Gainsight provides to Gainsight customers would similarly be dependent on data in the SFDC contact object.

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