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Dashboards: Ability to open a report for editing straight from the dashboard

  • February 25, 2016
  • 6 replies
  • 54 views

darkknight
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As an admin, I'd love to be able to click an edit icon on a report from the dashboard and be taken straight to the editing page of the Report.  And once I click save - if I came from the dashboard - take me right back there.

Save me several steps from having to go to Administration, Reports 2.0, Repository, Search for the report, click edit.   

6 replies

sumesh
  • Helper ⭐️⭐️
  • February 26, 2016
Thanks for the feedback, Jeff. I'll add your suggestion to the roadmap for further prioritization.

Thanks!

gaurav_kotak
  • Expert ⭐️
  • February 26, 2016
Hey Jeff, if you access the dashboard from admin (layouts) instead of Gainsight home, you should be to open a report for editing directly. Would that work for you?

darkknight
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  • Author
  • Expert ⭐️
  • February 26, 2016
Not really, because A) I still have to go into Admin, Layouts, and select the specific Layout I want to edit before I can click on the report I want to edit, so it is a series of extra steps and not much of a short cut, and 😎 usually I am on the Dashboard looking to see what the end users see as I am working on a new report or providing support to a user when they open a request about an existing report...I cannot see what the user sees when I am in Layouts.

emily_mcdaniel_629a86
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100% agree with this! I'd love to be able to click a link to jump to a report right from the dashboard/Gainsight home. 

laura_powell
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  • Contributor ⭐️⭐️
  • December 11, 2018
I would love to see this be added as well - I always try to click hoping it will bring me to the report since this is the flow for me in other tools with similar dashboards.


jeremy_curry
  • Helper ⭐️⭐️
  • August 25, 2020

It seems like a pretty small lift to turn the report name into a clickable link on the dashboard. Any chance this will be developed?