Good Morning-
I'm attempting to set up dashboards and reports that will auto-filter based on who is logged in to Gainsight.
My idea is that we have one CSM-level dashboard that works for every CSM that logs in.
i.e.:
If Alex is logged in, then Alex sees the standard CSM dashboards that are filtered for Alex's accounts on an individual level.
OR
If Angie is logged in, then Angie sees the standard CSM dashboards that are filtered for Angie's accounts on an individual level
etc.
I would like to avoid having to build individual reports/dashboards for every CSM that we have.
Is that possible?
Thanks!
-Jim
Question
Dashboard Permissions and Views: Auto-Filter based on logged-in CSM
+5Yes it is. You can leverage Global Filters for dashboards: https://support.gainsight.com/Product_Documentation/Reports_and_Dashboards/Admin_Configuration/Globa...
Jeff Kirkpatrick
Hi Jim,
Especially what you are looking for is "Current User" option for the user(CSM) filter, which automatically filters the reports / dashboard for the currently logged in user.
Thanks
Venky
Especially what you are looking for is "Current User" option for the user(CSM) filter, which automatically filters the reports / dashboard for the currently logged in user.
Thanks
Venky
+1Hi James, Hope your query is answered! Let us know if you need any help here.
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.