Contributor ⭐️⭐️⭐️

Changing a filter on a Report should also update the Dashboard

12 replies
141 views
Translate All

I found out that when I update a filter on a report, it does not update a dashboard on the Gainsight home page. To make it work, I have to remove the filter, save the report, re-add the filter with the new options, and re-save. If I am going through the process to change the report and save it, it should update without having to remove and re-add the filter.

mac_mccrory

Contributor ⭐️

Totally agree. This has been a pain for us as well.

Translate

sumesh

Helper ⭐️⭐️

Hi Dave/Mac,

We have the concept of state preservation in reports wherein the filters and other configurations done by a user in dashboard will be applicable only to that user. If we were to remove this capability, any changes that a user makes to a report will not be sticky and will be reset to the report builder version every time he logs in. Let me know if this makes sense.

Thanks!

Translate

dave_boulosAuthor

Contributor ⭐️⭐️⭐️

Hi Sumesh,

This makes sense as why it performs the way that it does today. But for us, it would be better to always default to the filter from the report builder version. Would it make sense to have this be an option in the report builder? A checkbox for if you want to allow the users to retain changes on the dashboard? I don't have a use case for the state preservation by user but others may and it would make sense to allow for either.

Translate

tom_wix

Contributor ⭐️⭐️⭐️⭐️⭐️

I second the vote on making this an option.

We have the same situation and its confusing the CSMs in our case. (more education for me to push to the CSMs 🙂

Translate

lane_h

Helper ⭐️

Agreed! If I update a report in the reports section, I shouldn't have to remove the report for the dashboard it is in and re-add it to get the new actions to appear.

Example:
- Saved report in Report Builder

- Same report in a dashboard

Translate

Director of CX and Scale Programs

samantha_braastad

Contributor ⭐️⭐️⭐️⭐️⭐️

What is the update on this? We have the same issue where we make an adjustment to reports based on priorities or cleanup within Salesforce and the dashboards break.

Is there a work around in the meantime?

Translate

benoit_nadon

Contributor ⭐️⭐️

This is another instance of "User State Preservation" being referred to as a "feature", when for all practical purposes it is a defect for all users.

Translate

benoit_nadon

Contributor ⭐️⭐️

Hi Sumesh,

This is another instance of "User State Preservation" being referred to as a "feature", when for all practical purposes it is a defect for all users. It does not make sense that a dashboard has to be rebuilt from scratch when a report is modified.

Translate