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Question

Is it Possible to sort the data by custom fields on Gainsight home reprots ?

  • May 5, 2022
  • 3 replies
  • 57 views

Hi Team,

We have customized GS home page and in My Portfolio data is sorted by company names(Default). Is it possible to sort the data by other fields from the admin side so that end user need not sort every time when they login?

3 replies

anirbandutta
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  • Expert ⭐️
  • May 27, 2022

Moved this discussion to under ‘Other CS Features’ area. @rakesh could you pl take a look


bfoleyHS
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  • Contributor ⭐️⭐️⭐️⭐️
  • April 25, 2023

Any updates on this being on the roadmap? We’d like to sort by Renewal Date instead of the Name default sorting that is the only possible choice today.


zach_davis
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  • Helper ⭐️
  • October 31, 2023

@rakesh to add on to this same request, it seems that the sort from end users is not sticky in the My Portfolio widget as it would be if it were a dashboard report.