Expert ⭐️⭐️⭐️

Virtual Customer Advisory - End User Reporting

Forum|Forum|5 years ago
February 5, 2021
17 replies
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Hi Community! We want your feedback via a live advisory session with our Product Management team

What is the Virtual Customer Advisory Meeting (VCAM) about?

A lot of you have expressed interest in the ability for CSM’s and Managers (non-admins) to build their own reports. We try to democratize report building at Gainsight however we also recognize that there might be some problems with directly exposing report builder to everyone in your org. We want to listen to your feedback, understand some pain points, and share some ideas with you so that when we release “End-user Reporting” it helps as many of you as possible.

Who is the right person to Enroll?

Active Admins who build reports. If you have already exposed reporting to everyone in your org, we would love to hear your experience a bit more.

When is this happening?

We are planning a number of sessions in the second and third week of Feb 2021.

What should you do?

Please register for the roundtable slots provided using this form. If you are unable to use Google forms due to company restrictions you can email rvele@gainsight.com to sign up.

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darkknight

Expert ⭐️

I echo everyone’s sentiments in here. And want to be a part of this conversation.

From my perspective, providing Report Builder to non-admins isn’t feasible unless there are:

Access controls to lock down reports and folders so that end users can only create/modify their own reports
Ways to create limited data access sets that we can expose to end users for use (similar to Report Types in Salesforce) and preferably not Data Designer sets as they are too complex.

The data structure is way too complicated to expose externally. To the point of “democratizing” report builder, our user count is more than 2x the total number of Gainsight employees and currently only one GS admin, so that’s definitely a non-starter for us.

Jeff Kirkpatrick