Skip to main content
cameron_wright
cameron_wright
Gainsight Employee ⭐️⭐️
June 20, 2018
New Idea

Advanced filter criteria in mass edit reports

Related products:CS Reports
  • June 20, 2018
  • 3 replies
  • 65 views
I have a customer trying to use the Mass edit report and we need to be able to make the advanced criteria to be used.

Currently you can add filters however the Advanced criteria for the filters is greyed out.

      3 replies

      michelle_kim
      michelle_kim
      Contributor ⭐️⭐️⭐️
      June 20, 2018
      Seems impractical that an advanced filter can't be applied; why is it greyed out? Until this feature enhancement is made, perhaps it should be hidden. 
      cmultanen
      cmultanen
      Helper ⭐️
      June 29, 2018
      Currently dealing with this issue now. The lack of advanced criteria makes reassigning CTAs/Tasks more time consuming/inefficient, especially when dealing with account transitions. 
      ltsponhour
      ltsponhour
      Contributor ⭐️⭐️⭐️⭐️
      February 3, 2022

      Here’s a use case: We had two CSMs leave, and I’m changing the status of their open CTAs. I’d like to be able to say (CSM1 OR CSM2) AND (CTA Type 1 OR CTA Type 2) and change the CTAs in one operation. Instead, I have to choose CSM1 AND CTA Type 1, change the status on that group, then choose CSM2 AND CTA Type 2, change the status on that group, and so on. 

      Terms & ConditionsAccessibility statement