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dave_boulos
Contributor ⭐️⭐️⭐️
Nov 13, 2015 3:34 PM UTC

Changing a filter on a Report should also update the Dashboard

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.

    12 replies

    rakesh
    Gainsight Employee ⭐️
    Lets put your data to work!
    Feb 22, 2019 6:00 PM UTC
    Hi Alex,

    ​

    User State Preservation only works on changes in (filter) values. It does not work for structural changes to a report. Any structural changes will propagate to the end user. There is an option for every end user to click on Clear Settings / Filters to bring it back to report builder(admin defined) state. This option is currently disabled for reports with dashboard filters (global filters), but we will be removing this limitation soon.

    ​

    We understand that User State Preservation is not ideal for all our customer. But a subset of our customers seems to leverage this a lot. Remembering some of the things like

    • Last dashboard you visited next time you visit Gainsight page,
    • Viewing your preferred visualization than the one Admin has set,
    • Ascending and Descending chart options
    seem to be quite useful for end users / CSM's.

    ​

    There is no immediate plan to remove user state preservations. But we will think of ways to make this more ideal to a larger customer base.

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    sai_ram
    Expert ⭐️⭐️
    Jan 28, 2020 8:44 AM UTC

    Hi All, We are changing the user state preservation to be on-demand. This won't solve problem 100% but it will reduce occurrences of the problem 

    I will update here once we consider this for release. 

     

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