Question

add "Preview As" option to dashboard builder

  • 29 June 2021
  • 1 reply
  • 11 views

Userlevel 4
Badge +2

I was working with a customer and discussing the changes that Horizon Analytics can provide, and one of the asks was:

  • If you don’t have a person/CSM global filter on a dashboard, is there a way to preview a dashboard as a specific person, or see a specific users dashboard roster
  • I’m not aware of a way to do this - in standard dashboards, if you hit preview it will show you a dashboard, but you are unable to “preview as”

Being on Gainsight Support I am a bit spoiled because I am able to login as another user (provided they’ve granted access), so understand the utility of this ask, and I wanted to be sure to setup a post for Jim/Infotech to be able to further detail his request. 


1 reply

Userlevel 7
Badge +1

@dan_wiegert thank you for bringing this up here, we will look into the possibilities and gat back to you here.

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