Skip to main content
New Idea

Consolidate Scorecard Reporting with Regular Report Builder

Related products:None

cmultanen

We used to be able to build scorecard mass edit  and habits reports in Report Builder. It appears this function has been separated and is now only accessible in the Scorecard 2.0 area.

 

Are there any plans to bring scorecard visualizations back into Report Builder? The current setup requires a lot of toggling back and forth if you are trying to build new reports and dashboards with Scorecard objects. 

sai_ram
Forum|alt.badge.img+1
  • Expert ⭐️⭐️
  • August 12, 2021

@cmultanen sorry for the inconvenience. I will check and get back to you.


shantan_reddy
Forum|alt.badge.img+3
  • Gainsight Employee ⭐️
  • August 13, 2021

@cmultanen We do not plan to merge scorecard widgets with regular reports.

Having it separate makes it easier to build the scorecard widgets, and also enables us to add more kinds of scorecard widgets in the future.

 

Regards,

Shantan


cmultanen
Forum|alt.badge.img+1
  • Helper ⭐️
  • August 18, 2021

Hi Shantan, understood. In that case, could the team look to build  parity between the Scorecard report builder and the regular report builder? I’ve noticed a couple bugs when working with the scorecard report builder UI that currently do not make it easier to build reports: 

  1. Data Labels do not work
  2. You cannot drag and drop fields into the filters section
  3. You cannot rename/alias in Group By
  4. The x-axis in Habits reports is set to order in DESC by default when it seems like it should be the other way around


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings