Skip to main content
dallis_king
Contributor ⭐️⭐️⭐️
May 24, 2018

Option to Reset a Report Filter

  • May 24, 2018
  • 13 replies
  • 133 views
I encourage my CSMs to take advantage of being able to filter the reports on their dashboards by themselves. They will use them to change the date range, or view different data from any individual report. The problem is that there doesn't seem to be a way to then reset these reports back to the way they were originally created. The CSMs don't always know what the original filters were and end up getting stuck with reports that don't give them as much information.

The filters seem to persist even with a page reset or after multiple days. It would be nice if there was a reset button on an individual graph like exists for a global filter.

    13 replies

    rakesh
    Gainsight Employee ⭐️
    Lets put your data to work!
    February 1, 2019
    Yes Jeff, it does!

    We are planning to tackle it in 2 steps. Step 1 would be to give the option for reports which are not included in global filter. We should be able to provide this capability soon. The step 2 would be to give the option for reports which are included in global filter. We will follow up with this enhancement in the future.

    darkknight
    Expert ⭐️
    February 1, 2019
    ”The future” is pretty vague. Ballpark idea of timeframe? We don’t have any reports on dashboards that aren’t included in global filters.

    Jeff Kirkpatrick
    davebrown2242
    Helper ⭐️
    July 26, 2019
    Any update to the status of this idea? Timeframe?

    Seems like a nice overall addition to GS dashboards.

    DB