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dave_boulos
Contributor ⭐️⭐️⭐️
November 13, 2015

Changing a filter on a Report should also update the Dashboard

  • November 13, 2015
  • 12 replies
  • 131 views
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!
    February 22, 2019
    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.

    sai_ram
    Expert ⭐️⭐️
    January 28, 2020

    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.