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sarahmiracle
VIP ⭐️⭐️⭐️⭐️⭐️
April 7, 2023
Discovery

Ability to create a filter for "Used In" in Report Builder List View

Related products:CS Reports
  • April 7, 2023
  • 13 replies
  • 222 views

In HA Report Builder, we can add a filter for our list view to create a filtered view of all our reports. I would love to see “Used In” available as a filter so I can easily filter the reports list to only show reports used in certain dashboards (or exclude reports not used in anything)

13 replies

sarahmiracle
VIP ⭐️⭐️⭐️⭐️⭐️
April 7, 2023

 

Customer Success Systems Admin @ Amplitude, 3x Gainsight CS Ops Product Council Member
bradley
Expert ⭐️
April 7, 2023

love this idea! Would also want it to make sure it’s included for scorecard widget/reports as well, as right now we don’t even have the column to see used in for those reports:

 

Ester.Memoli
Helper ⭐️
April 24, 2023

Absolutely needed.

When you cannot delete a report because it says  it’s used in some other area and you cannot figure it out… 😫

romihache
VIP ⭐️⭐️⭐️⭐️⭐️
September 22, 2023

Pretty please! This is a nice “admin quality of life” to have.

Continuous improvement is better than delayed perfection
anirbandutta
Expert ⭐️
December 6, 2023
The following idea has been merged into this idea:

All the votes have been transferred into this idea.
It's an opportunity for engagement
Prateek Parashar
Gainsight Employee ⭐️
Gainsight Employee ⭐️
January 8, 2024

Hello All,

 

I have added this item in the backlog. However, at this time I can’t comment anything on the  release timeline or when it will be picked . Will update this thread when it goes into dev stage.

Prateek Parashar
Prateek Parashar
Gainsight Employee ⭐️
Gainsight Employee ⭐️
January 8, 2024
New Idea→Discovery
Prateek Parashar
dayn.johnson
VIP ⭐️⭐️⭐️⭐️⭐️
April 16, 2024

Absolutely needed! We shouldn’t need to use foldering to easily determine where certain asset types are used.

Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
romihache
VIP ⭐️⭐️⭐️⭐️⭐️
April 16, 2024

Upvoted this last year and just spent this morning thinking how helpful would be to have this functionality, and Sarah just refloated this idea.
We can’t even sort by that field 😓

Continuous improvement is better than delayed perfection
romihache
VIP ⭐️⭐️⭐️⭐️⭐️
April 23, 2024

Inspired by Wayne's comment on another idea, I'm adding here a workaround I found for this missing "used in" filter:

It is possible to get a list of reports used in a particular dashboard via a Configuration Home export (Analyzer → Configuration Home → Export Tab → Assets Counts + Details)
 


In the Reports tab there are two columns to identify if there is a dashboard dependency:

 


Hope this helps!

Continuous improvement is better than delayed perfection