We use team and individual filters to allow CSMs to filter a dashboard down to their team or even just to themselves, but it's difficult to clear the filter once you've applied it.
We've been using Team does not equal "a" and CSM does not equal "a" in order to reset the filters, but it's pretty inconvenient and takes time to reset a filter that way.
In Salesforce it's really easy to clear dashboard filters once you have applied them using the "Clear Filter" option in the drop-down menu that appears when you click on a filter.
Could we add a feature like this into Gainsight sometime in the near future? A few CSMs have already raised this as a pain point.
We might also just be using the dashboard filters incorrectly -- let me know if there's a better way that we're missing.
Thanks!
John
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Yes! Our users are griping about this as well. I like the idea of a "clear filters" option a lot. At minimum, the user should be able to clear each filter by clicking on a little "x" in the corner of each filter.
I've heard this from many customers, and experience it myself as well. Agreed this would be really helpful!
Thanks all for your feedback. We are working to fix this pain point. You will have the ability to remove the filter from the dashboard UI itself. We will internally treat the field value to be != NULL. This update is tentatively targeted for October release
Apologise for the miscommunication here. When you remove a global filter, the field value in individual reports will be reset to the value that has been set in the report builder. It will not be set to != NULL
Thanks!
Thanks!
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