Skip to main content
ellenoangieslistcom
ellenoangieslistcom
Contributor ⭐️⭐️⭐️⭐️⭐️
December 4, 2015

Ability for CSM to add filters to Gainsight Tab Reports

  • December 4, 2015
  • 4 replies
  • 72 views
Currently, CSMs can edit filters that I leave unlocked (when building in Reports 2.0) on the Gainsight tab.  It would be great if they had the ability to add new filters to the reports similar to how they can add advanced filters in the Customers Tab.  

      4 replies

      sumesh
      sumesh
      Helper ⭐️⭐️
      December 22, 2015
      Hi Ellen,

      Thanks for the feedback. Could you please let me know why having multiple unlocked filters wont solve your use case?

      Thanks!
        darkknight
        darkknight
        Expert ⭐️
        December 22, 2015
        It's difficult to predict every filter that someone might want to use.  I also like the idea of being able to add additional filters via the dashboard as well.
        Jeff Kirkpatrick
        ellenoangieslistcom
        ellenoangieslistcomAuthor
        Contributor ⭐️⭐️⭐️⭐️⭐️
        December 22, 2015
        I agree with Jeff.  Since our CSMs do not have the ability to build reports in Gainsight, I try to keep them as general as possible and there is always a filter they would like to add that might not be applicable to everyone.  
          sumesh
          sumesh
          Helper ⭐️⭐️
          December 23, 2015
          Thanks for your feedback. I've added this suggestion to the roadmap for prioritisation. With 8 Metoo's, i think this has become one of the top feature requests!
            Terms & ConditionsAccessibility statement