Skip to main content
darkknight
darkknight
Expert ⭐️
February 25, 2016

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

  • February 25, 2016
  • 6 replies
  • 70 views
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
      sumesh
      Helper ⭐️⭐️
      February 26, 2016
      Thanks for the feedback, Jeff. I'll add your suggestion to the roadmap for further prioritization.

      Thanks!
      gaurav_kotak
      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
      darkknightAuthor
      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.
      Jeff Kirkpatrick
      emily_mcdaniel_629a86
      emily_mcdaniel_629a86
      Gainsight Employee ⭐️⭐️
      January 5, 2018
      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
      laura_powell
      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
      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?

        Terms & ConditionsAccessibility statement