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Report 2.0 Repository Enhancements

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andrew_cummins
  • andrew_cummins
    andrew_cummins

jbarbiergainsightcom
In Reports 2.0, it would be very helpful to have some additional information for each report listed in the Repository, specifically where the report is being used. Right now there is no way to know whether the report is being used on the 360, a layout, or neither, unless you go to each layout or look in the 360 section in admin. Having an idea of where it is being used would help determine if a report can be edited to be repurposed in another place or if it is not used anywhere.

Giving the Repository a layout similar to Rules Engine might be helpful to accomplish the above. To be more specific, when you land on Reports 2.0 the groups of reports by object/subject area would be listed on the page (rather than in the dropdown), then you could expand each/all sections to see all the reports listed and if you click on each report it would give a fly-out window like rules engine to see what fields are in Show/By/Filters, the Visualization Type used, and where it is being displayed. When you click Edit then you would go into the actual report. And there would be a Delete button so that you can delete a report without it actually loading (which would fix the issues currently when you are unable to load a report and it gives a popup box to delete or edit but the popup options don't work currently).

3 replies

dstokowski
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  • Gainsight Employee ⭐️⭐️
  • 533 replies
  • May 21, 2015
Great feedback Jessica.  As we build more and more reports, organization is key and knowing where they are used.

elaine_cleary
  • Helper ⭐️⭐️
  • 303 replies
  • June 7, 2015
Julia just asked our team for some feedback on reports in the Repository and the exercise reminded me of how much easier that request would have been if I could have easily known if a report was being used in a Dashboard as an example.  As Jessica already suggested, the rule engine layout would have also saved me a bunch of time.  Thanks!

jbarbiergainsightcom
Super excited this idea is getting rolled out this month! 🙂 All customers will benefit from this!

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