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Simplify Editing Process for Drill-Down Columns/Filters in Report Builder
Two of the biggest headaches in GS administration are adding columns to the drill-downs in Report Builder, and adding filters.
Biggest headache is that if I change any of my "By" fields, the columns shown on drill-downs reset themselves. So I then have to set the columns manually again. As an example of why this is an issue, we have CSR teams and we just changed our dashboards from showing the Team # to the Team Name. These are both fields on the same object, so there is no reason we needed to change the columns displayed on the drill-down; yet since I was changing the "By" field, these reset and I had to go manually set them again. I had to do this to 10 reports; what should have taken me 5 minutes took about 30 because I had to set the columns back to what they were before 10 times.
What would be REALLY great would be the ability to set/edit these for multiple reports at once. We have the same set of columns displayed on many of our reports, yet if we want to add/change a column, we have to go into EVERY. SINGLE. REPORT. that uses those columns and change them. It would be ideal to be able to create "column sets" based on the base object type for a report, and then apply these sets to multiple reports. It could be done through Report Builder, or, even better, through an interface that lists all reports for an object type and allows you to apply the column list to some or all of these reports (much like Dashboard Permissions). This way, we make the change once, and all associated reports update automatically. Would make it much easier for us to administer, as well as provide consistency between reports when updates are made.
The latter idea would also be really useful with report filters as well. We have many reports that have identical filters so we can use them as global dashboard filters. It would be great to be able to edit these en masse for all reports that use the same filter set, rather than have to go in and edit each and every one individually. I've even resorted to updating the filters by updating the underlying data in the Salesforce table where this data is stored because it is quicker to copy and paste and upload than to do it manually.
So mass report-editing for these two components (drill-down columns and filters) would be ideal; being able to create column/filter sets and apply them to individual reports (so that the reports update when the set is updated) would at least be a step in the right direction.
Biggest headache is that if I change any of my "By" fields, the columns shown on drill-downs reset themselves. So I then have to set the columns manually again. As an example of why this is an issue, we have CSR teams and we just changed our dashboards from showing the Team # to the Team Name. These are both fields on the same object, so there is no reason we needed to change the columns displayed on the drill-down; yet since I was changing the "By" field, these reset and I had to go manually set them again. I had to do this to 10 reports; what should have taken me 5 minutes took about 30 because I had to set the columns back to what they were before 10 times.
What would be REALLY great would be the ability to set/edit these for multiple reports at once. We have the same set of columns displayed on many of our reports, yet if we want to add/change a column, we have to go into EVERY. SINGLE. REPORT. that uses those columns and change them. It would be ideal to be able to create "column sets" based on the base object type for a report, and then apply these sets to multiple reports. It could be done through Report Builder, or, even better, through an interface that lists all reports for an object type and allows you to apply the column list to some or all of these reports (much like Dashboard Permissions). This way, we make the change once, and all associated reports update automatically. Would make it much easier for us to administer, as well as provide consistency between reports when updates are made.
The latter idea would also be really useful with report filters as well. We have many reports that have identical filters so we can use them as global dashboard filters. It would be great to be able to edit these en masse for all reports that use the same filter set, rather than have to go in and edit each and every one individually. I've even resorted to updating the filters by updating the underlying data in the Salesforce table where this data is stored because it is quicker to copy and paste and upload than to do it manually.
So mass report-editing for these two components (drill-down columns and filters) would be ideal; being able to create column/filter sets and apply them to individual reports (so that the reports update when the set is updated) would at least be a step in the right direction.
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