Very dissapointed this isnt out of the box functionality.
Page 1 / 1
Instructions on how to do it here: https://support.gainsight.com/Reports_and_Dashboards/Admin_Guides/Grant_Permission_to_Create_Reports
I should add we haven’t done this - so I don’t know if users will be able to gain access to Administration tab through Report Builder this way.
Very kind of you Jeff, but I really wanted a method more akin to how standard Salesforce would handle this. I understand this would work, but feels more like a bodge. Thank you for helping though.
I don’t disagree ????
We would like the ability to provide access only to certain users. We don’t want the world having report builder access, especially since we cannot create “report types” and restrict the fields they can view/filter by.
As it is we have so much trouble/questions around filters for reports on dashboards.
We would like the ability to provide access only to certain users. We don’t want the world having report builder access, especially since we cannot create “report types” and restrict the fields they can view/filter by.
As it is we have so much trouble/questions around filters for reports on dashboards.
+ I've tried this and it does work, thank you for taking the time to help, is appreciated. Have a great weekend Jeff!
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.