To make my life easier. Once upon a time, I would make abeautiful dashboard with 10 reports called "Executive View" for a Sales Team. I show that to my manager and he says, "Wow! Great! I like these reports on this dashboard, but I want this same dashboard to be filtered towards the Services team, QBR Team, and our CSM Team!"
Luckily knowing Gainsight has Dashboard level filters and all my reports all have a role filter, I did just that and showed it to may manager. He says, "FANTASTIC, but I want a separate dashboard for each type of role, but same reports". I later found out that the Dashboard filters can't be set by the admin, but by the user, however my manager wants different dashboards. I ending up making those same set of reports 5 times (5*10 reports = 50 reports)
After that ordeal, I almost quit my job (not really : D) . However, I really wish the dashboard filters can be set by the admin at the dashboard level right off the bat, so I won't have to make the same or clone 10 reports 5 times and modify the filters. Instead I would clone the dashboard 5 times and set a dashboard filter.
P.S Felt like writing a story today : )
*Edited for Grammer
Layouts that can be made on a set of reports controlled by a set dashboard filter right off the bat.
+1
Can you elaborate why dashboard filters cannot be set by admin?
+1So if I were to set up a dashboard level filter, from the layouts setup it it lets me choose what filters are available for the dashboard to be filtered by. However I am not allowed set it. I want to be able to set the dashboard filter to what I want and lock it so when a user sees the dashboard for the first time its already dashboard filtered to what is set my an admin. Rather than the user having to set it for the first time so that when they come back its the dashboard filter is still active.
So being able to set a dashboard filter can be helpful if I were to make multiple copies of the same layout with its same reports with each layout dashboard filter set to something by default for each one. Rather than me making the same reports several times for separate dashboards.
Hope this makes sense. : )
So being able to set a dashboard filter can be helpful if I were to make multiple copies of the same layout with its same reports with each layout dashboard filter set to something by default for each one. Rather than me making the same reports several times for separate dashboards.
Hope this makes sense. : )
Understood! and I completely agree. I think the concept of locked filters at dashboard level, where I can specify criteria has a lot of value and should be relatively easy to do! More broadly, we want dashboard filters to inherit everything at report level filters. Another example is 'reset' capability that we released only for report-level in last release.
This is being worked on this sprint or next !
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