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smorrisgainsightcom
Helper ⭐️⭐️⭐️
August 11, 2016
New Idea

Ability To Choose Default Sort Option

  • August 11, 2016
  • 33 replies
  • 376 views
I have a customer who uses a report built off of a custom object in SFDC that is embedded as a section on the R360 page.  The ideal behavior is that it would auto-sort in descending order off of the date field of this report.  However, there isn't a way to do this (if I put date first on the report it will sort in ascending order which we don't want). 

I tried to utilize the ranking feature, however it's ranking it alphabetically as opposed to date-driven.  Is there any talk of allowing a source report to be sorted then saved and have this preference carry over to the 360 section?

The use case is that some CSMs as they are getting more familiar with GS are thinking that we are not pulling in their tasks as the sort shows the oldest one first as opposed to the preferred sort noted above.

    33 replies

    sudarshan_vig
    Contributor ⭐️⭐️⭐️⭐️⭐️
    August 12, 2016
    Hey Scott, I have seen and realized the problem that you do point out. Right now we do not "persist" sort order which we should start doing. It would be great if you can make my case stronger (I personally feel its a necessary requirement) by letting me know a ball-park number of customers who want this. Thanks !!! 🙂
    dan_ahrens
    Expert ⭐️⭐️⭐️
    August 12, 2016
    I'll upvote this. Not only would I find it personally helpful in my own use of Gainsight, but I have had a handful of customers request this as well. 
    VP of Customer Success at Forcepoint
    smorrisgainsightcom
    Helper ⭐️⭐️⭐️
    September 7, 2016
    Hi Sudarashan!  I have had 3 customers ask for this and sounds like Dan has had some as well.  Seems like potentially a pebble item?  Would love your thoughts on feasibility.  
    dan_ahrens
    Expert ⭐️⭐️⭐️
    September 7, 2016

    VP of Customer Success at Forcepoint
    sudarshan_vig
    Contributor ⭐️⭐️⭐️⭐️⭐️
    September 8, 2016
    Hey Dan/Scott, let me circle back with you on this after I discuss with the team here. Most problems arise due to multiple backend data stores wherein if there are feasibility issues across any one, it becomes tricky to achieve parity. Anyway, I'll get back to you by mid next week and let you know.

    P.S. : The animation made me consider this 😉
    josh_grigone
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    October 19, 2016
    +1 on customer looking to save their sorting options. User looking to save the sorting on one column of a report in descending order.

    Thanks, Sudarshan!
    andrew_cummins
    Helper ⭐️
    October 19, 2016
    Just posted this idea that may solve this. Take a look and let me know what you think?https://community.gainsight.com/gainsight/topics/ability-to-manually-sort-report-data
    andrew_cummins
    Helper ⭐️
    October 19, 2016
    jessica_weiss
    Contributor ⭐️⭐️⭐️
    October 25, 2016
    This would be really helpful to us as well, b/c the Rank option (located where you would Export the data) is only good for the first 1,000 rows.  
    kraig
    Contributor ⭐️⭐️⭐️⭐️⭐️
    February 17, 2017
    I agree with the feature suggestion by Andrew (thanks Andrew!).  We want to control the order of the data presented on our reports, but don't like having to use a naming convention as our reports are often used across multiple Dashboards and C360's (naming conventions don't work well).