When it comes to editing filters on a report on a dashboard (or even just seeing what they are) we don’t expect end-users to have deep knowledge of Gainsight object names and data structures. On the other hand, we don’t have to punish them for not being admins either.
Context:
When you edit filters on a dashboard report, you’ll see something like this:
You see the name of the report, and the filters.
IFF I mouse over the field filter name, I’ll see the pathway for it which is great, unless there was no lookup involved. Then you’ll see something like this:
Wow, status is filtering on status!
If you have multiple status fields, they’ll all just say “Status” like this:
One will look like this:
Great, it’s filtering on Company status. Will that always make sense to me as a user? Depending on the object, and the business, probably not, but it’s at least something.
the other like this:
what is the second one filtering on? No one knows. Could be anything for all they know.
Report names, in my experience, are descriptive of the content, not the object you’re reporting on necessarily, and the report descriptions can often be for other information such as how often the data in the report refreshes. So using those to rely on for filter context doesn’t always help.
The Ask:
It would be very helpful if the filters would always show the path, the name of the object is used in the filter area, so that end users have an easier way to understand the report they’re looking at in more detail if they need to.
In fact, when global filters apply, you see the path as well in the same screen
Why can’t it be like this as well right above, to make it easier to understand?
Honestly it would even be helpful for admins sometimes so I don’t have to pretend to add a filter to double check the object first.
