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Quick Tip #10 - Use Aliases to Make your Reports More User-Friendly

Caitlin Ankney
Caitlin Ankney |

Did you know you can use report aliases in Gainsight to rename fields without changing the underlying field names? This simple trick can make your reports clearer and easier to understand for stakeholders who may not be familiar with the technical field names.

 

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Set up Report Aliases

  1. In Report Builder, create or open your report
  2. Make sure the field you want to add aliases to is in the Group By section
  3. On the field, click the gear icon then click Configure Aliases
  4. Enter an alias name for each value

 

For example, you could rename boolean field values True and False to Yes and No to make the report more clear.

 

Limitations

A few things to note about report aliases:

  • You can only set aliases when the field is in the Group By section
  • Aliases can only be configured on String, Picklist, and Boolean fields
  • If you are using filters (like global filters on a dashboard), you can't use the alias values in the filter

 

So there you go! Aliases can help your users more easily understand the data you are presenting. Have you ever used report aliases? How have you found them to be helpful?

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