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Excluding a report from global filter in Home

  • 8 February 2024
  • 3 replies
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Userlevel 2

Hi everyone, 

 

Does anyone know how I can exclude a report from filtering based on the global filter in Home? I know in dashboards there’s a way to map which reports are filtered but I can’t seem to find the equivalent in Home. Let me know if you have any insight!

 

Thanks,

Grace

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Best answer by kstim 8 February 2024, 21:41

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Userlevel 4
Badge +5

Hi @gracelc you should be able to do this by selecting “None” under the “Select Company ID Field” and “Select Relationship ID Field”. For some reason the community won’t let me add screenshots right now, but when in the Home configuration page, if you hover over the report you don’t want filtered, click the gear icon and ensure both options are set to “None”. 

We have a report like this right now in our Gainsight Home configuration and the number does not change regardless of which global filters are applied!

Hope this helps!

Userlevel 5
Badge +5

@kstim is the way to go!
We have exactly the same configuration in some of our reports

 



 

Userlevel 2

@kstim @romihache thank you both for your help!

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