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shiv_kumar_katiyar
shiv_kumar_katiyar
Gainsight Employee ⭐️⭐️
August 2, 2018

Override the Report filter in the Dashboard for every user

  • August 2, 2018
  • 7 replies
  • 64 views
Hey There,

Customer needs an option to override the report filter in the dashboard for every user. Currently we make use of lock button which will be available in the report filter. If you lock the filter it will be applicable to all users viewing the report in the dashboard and not able to make any changes to that report filter in the Dashboard home page. 

But we do want the users to have the flexibility to make changes but as an admin I should be able to override their changes whenever required. This could be simply adding a new filter for all.

      7 replies

      amanda_neil
      amanda_neil
      Contributor ⭐️⭐️⭐️⭐️⭐️
      August 2, 2018
      Thanks Shiv, this is what we require and hope to have this soon

      karl_rumelhart
      karl_rumelhart
      Expert ⭐️
      August 3, 2018
      Can you provide your use case? 
      amanda_neil
      amanda_neil
      Contributor ⭐️⭐️⭐️⭐️⭐️
      August 10, 2018
      Karl,
      Our use case is when an admin makes an update to a report within the dashboard, the filters remain as the individual user and does not override when the admin makes changes.  We need the ability to either override the filters or at least have the option for users to opt out of the admin updates to filters.  Here is the link that support provided me with and is exactly what we are experiencinghttps://support.gainsight.com/Product_Documentation/Reports_and_Dashboards/Admin_Configuration/How_%E2%80%98User_State_Preservation%E2%80%99_works_with_Dashboards .
        karl_rumelhart
        karl_rumelhart
        Expert ⭐️
        August 12, 2018
        Thanks for the info.  Does removing and re-adding the report as suggested work for you? 
        amanda_neil
        amanda_neil
        Contributor ⭐️⭐️⭐️⭐️⭐️
        August 15, 2018
        Hi Karl, yes it is a work around for now, but it would be nice to have the ability for us to update the report without having to remove it and it take on the necessary changes
        karl_rumelhart
        karl_rumelhart
        Expert ⭐️
        August 16, 2018
        Got it.  Understood. Thanks.
        lila_meyer
        lila_meyer
        Gainsight Employee ⭐️⭐️⭐️
        August 29, 2018
        Switching this to an Idea (feature request) for better tracking!
        Lila Krutel, Dir. Global Education Services
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