Question
If I am not the admin does this mean I can't build basic reports??
Quick Question
Currently only GS admin can build reports. Is your use case for a CSM user to create license or potentially have someone in ops not have admin access. thx
Hi Gaurav, Are the instructions in this Support article for creating a separate tab outside of the Gainsight Administration area still valid (assuming you're not on SF Lightening yet)? https://support.gainsight.com/Product_Documentation/Reports_and_Dashboards/Admin_Configuration/Grant...
+3Those instructions are still valid, Elaine. As mentioned in the article, in addition to the tab, you'd also need access to the Report Builder VF page that non-admins by default won't have access to.
Before implementing this though, we need to be aware that this would give the non-admin(s) access to all reports and all data.
Before implementing this though, we need to be aware that this would give the non-admin(s) access to all reports and all data.
+4Also please be aware that Report Builder is an admin feature and should be used by folks with an Operations license.
Appreciate it Gaurav, My actual admin gave me access to the Reports 2.o version which is what I needed.
[i]I have added a custom tab for your login called "Reports 2.0" without the need to provide you with Gainsight admin access.
Appreciate the help
[i]I have added a custom tab for your login called "Reports 2.0" without the need to provide you with Gainsight admin access.
Appreciate the help
The referenced instructions are not valid (or are no longer valid) because they grant access to almost all (if not all) Admin features via the bump out menu. Is there a way to grant access to ONLY Report Builder without granting access to all of Admin? Can the bump out menu be hidden from the Report Builder VF page?
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.