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harriseilenberg
Contributor ⭐️⭐️⭐️
July 19, 2019
Question

Report Conditional Formatting

  • July 19, 2019
  • 4 replies
  • 308 views
Are there any plans to introduce conditional formatting to reports?

I have a number of use cases where this would be extremely helpful.

  • Color cells based on Overall scorecard score.
  • Color cells based on opportunity probability / forecast

    4 replies

    rakesh
    Gainsight Employee ⭐️
    rakesh
    Lets put your data to work!
    August 1, 2019
    Hi @harriseilenberg

    It is very apparant to see the value of this request. When we tried to do a quick experiment, the tables started taking longer time to load. If we have 10 such reports in a dashboard, it would add considerable time to the already large dashboard load times.

    I do not think this tradeoff makes sense given the levels of current performance of the product. Will consider this if we make any headway in any angle

      johntrask_bt
      johntrask_bt
      Helper ⭐️
      March 5, 2025

      Any update on this? Have you re-tested since switching to the Horizon UI?

      JohnTrask
        kstim
        kstim
        Helper ⭐️⭐️
        March 5, 2025

        I think it would be pretty helpful having the ability to color certain rows in a tabular report depending on certain criteria, so that it jumps out quicker to users. Sorting is helpful, but is not always eye catching.

        For example, if you have a table report that shows data for accounts with a QBR logged in the last 3 months, it would be nice to visually see rows highlighted in green for the accounts who had a more recent QBR, yellow for middle of the road, and red for a QBR closer to 3 months ago.

        bradley
        bradley
        Expert ⭐️
        March 7, 2025

        I think it would be pretty helpful having the ability to color certain rows in a tabular report depending on certain criteria, so that it jumps out quicker to users. Sorting is helpful, but is not always eye catching.

        For example, if you have a table report that shows data for accounts with a QBR logged in the last 3 months, it would be nice to visually see rows highlighted in green for the accounts who had a more recent QBR, yellow for middle of the road, and red for a QBR closer to 3 months ago.

        I think something like this is planned in a release Later This Year. It likely won’t apply to the scorecard widget reports, but should allow for some conditional logic if I understood correctly.

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