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chuen_moschetti_1466d2
chuen_moschetti_1466d2
Contributor ⭐️⭐️⭐️⭐️
January 31, 2018
Question

Is there a global "find and replace" in report builder?

  • January 31, 2018
  • 3 replies
  • 72 views
We have created some reports where CSM names are specified coverage purposes. Is there a global "find and replace" action? If not, it would be amazingly helpful to have this functionality when a CSM has moved on and whose accounts are now assigned to someone else.

    3 replies

    dstokowski
    dstokowski
    Gainsight Employee ⭐️⭐️
    January 31, 2018
    Would this Mass Edit capability help for your use case to allow you to reassign all CTAs and Tasks for this kind of global replace?  You can also leverage rules engine for updates to other key objects - like Customer Info.

    https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/06_Mass_Edit_CTAs_and_Tasks
    chuen_moschetti_1466d2
    chuen_moschetti_1466d2Author
    Contributor ⭐️⭐️⭐️⭐️
    February 5, 2018
    Hi Denise,

    Thanks for the link but I am not asking about mass edit in a cockpit, more about report builder.  If I build a dashboard for our EMEA team and there are CSM changes in a region, I will need to go into each report and update the names. 
    sai_ram
    sai_ram
    Expert ⭐️⭐️
    February 8, 2018
    Hi Chuen, Got the use-case you are trying to achieve,but currently this is not in our road-map,will update here once we consider this request.Thanks for posting . 
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