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Improve parity between Report Builder and Scorecard Widgets

Related products:CS Reports

sarahmiracle

There are slight differences between Report Builder UX and Scorecard Widget UX. Improving the parity between these two seemingly identical features will help admins.

  • Report renaming (can rename report in Report Builder when editing/building the report, cannot do this in Scorecard Widgets)
  • Click & drag fields to Filter
  • Double-click a field to bring it over to Show Me
  • Ranking & Sorting options (for example, if I want to create a Mass Edit report for Top 10 Accounts by ARR...)

13 replies

gunjanm
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  • Expert ⭐️
  • 523 replies
  • August 25, 2023

Adding another to this list: reordering columns (end user) are not sticky in Scorecard widgets. Super annoying.


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  • Expert ⭐️
  • 227 replies
  • August 28, 2023

Can we also make with available everywhere reports are too?

 

Prior tot he division we used to be able to add Mass edit reports to 360s. This gave us the ability to show a roll up of relationship scorecards to the CMS instead of digging into X number of R360s.

 

Additional use case, for companies that have hierarchies and only manage at the top level. This gives them the ability to score at the lower levels and display them all at the top level saving time to dig down into hierarchies.


ChiragJ
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  • Gainsight Employee ⭐️
  • 93 replies
  • August 29, 2023
No StatusAcknowledged

kstim
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  • Helper ⭐️⭐️
  • 240 replies
  • August 29, 2023

Adding the below post to this: 


ChiragJ
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  • Gainsight Employee ⭐️
  • 93 replies
  • August 29, 2023

Noted . Thanks @kstim 


gunjanm
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  • Expert ⭐️
  • 523 replies
  • January 12, 2024

Came across two of these points again today and had to reset expectations with our stakeholders. 


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  • Contributor ⭐️⭐️⭐️⭐️
  • 42 replies
  • June 5, 2024

Would also like to be able to add scorecard widgets to email templates!


ChiragJ
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  • Gainsight Employee ⭐️
  • 93 replies
  • July 2, 2024
OpenDiscovery

dayn.johnson
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 641 replies
  • July 3, 2024

Fantastic idea, @Elana Cipin! I can absolutely see a use case for scorecard widgets in our internal JOs, even if it’s just because the size would fit better in a multi-column email!


  • Contributor ⭐️
  • 1 reply
  • July 25, 2024
gunjanm wrote:

Adding another to this list: reordering columns (end user) are not sticky in Scorecard widgets. Super annoying.

1000% this would be huge!

It actually drives me out of the product, into my own spreadsheets that I make with all the same info, just so I can have the columns the way I need to see them to work efficiently.


ChiragJ
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  • Gainsight Employee ⭐️
  • 93 replies
  • August 8, 2024

Hello everyone, I would like to share an update that we are working on the following parity gaps and you will see them addressed with our Q3 release . We will be picking up the remaining parity gaps thereafter. 

  1. Report renaming within the create/ edit report experience
  2. Drag and drop fields to add to Filter Fields section 
  3. Double-click on fields to add to Show Me section
  4. In line filter for picklist fields like Status, Company version etc 
  5. Re-ordering of columns to be retained (made sticky) in Scorecard widgets.


ChiragJ
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  • Gainsight Employee ⭐️
  • 93 replies
  • August 9, 2024
DiscoveryDevelopment

bradley
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  • Expert ⭐️
  • 1128 replies
  • August 27, 2024

@ChiragJ hopefully other report settings will make it to the list as well, like “Enable Named Fields Addition” :)


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