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whitney
whitney
Contributor ⭐️⭐️
Aug 5, 2019 7:32 PM UTC
Solved

Dashboards: "View As" Different Users

Is there currently any functionality available to view dashboards as a particular user? Essentially, could a team manager add a filter across all of the reports within a given dashboard to view details about a particular CSMs book of business.

Note: I am not referring the to SFDC Admin capability of logging in as a user.

darkknight
darkknightAnswer
Expert ⭐️
Aug 5, 2019 7:48 PM UTC
You'll want to look into the Global Filter functionality: https://support.gainsight.com/Reports_and_Dashboards/Admin_Guides/Global_Filters_for_Dashboard

You can also create a manager dashboard as well.

If you need help setting it up, you might consider joining one of the Gainsight Office Hours sessions.

Jeff Kirkpatrick
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4 replies

pam
pam
Contributor ⭐️⭐️⭐️
Aug 5, 2019 7:36 PM UTC
Yep - I have a dashboard that is identical to the My Customers dashboard CSMs use that has a global filter for CSM name. This allows the manager of the CSM to use this dashboard and see everything the CSM sees on their dashboard. Hope that helps!

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    darkknight
    darkknightAnswer
    Expert ⭐️
    Aug 5, 2019 7:48 PM UTC
    You'll want to look into the Global Filter functionality: https://support.gainsight.com/Reports_and_Dashboards/Admin_Guides/Global_Filters_for_Dashboard

    You can also create a manager dashboard as well.

    If you need help setting it up, you might consider joining one of the Gainsight Office Hours sessions.

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    Jeff Kirkpatrick
      keith_mattes
      keith_mattes
      Helper ⭐️⭐️
      Aug 5, 2019 8:34 PM UTC
      All of the above comments are correct. You will want to define your users and managers distinctly. Similar to Pamela's post, we have a global filter on our CSM Director Dashboard that allows them a universal view based on their ID (currentuser) and also a global filter for a specific CSM Name for periodic performance reviews.

      If I can provide any more details or input please let me know, Office Hours would be a great place to go for something like this as well as Jeff suggested.

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      Sr. Customer Success Operations Analyst/Gainsight Admin/Data Nerd
        whitney
        whitneyAuthor
        Contributor ⭐️⭐️
        Aug 15, 2019 12:43 PM UTC
        Thanks, Pam!

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