Easy way to "Clear Filters" for dashboard filters?
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
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