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Brayden
Gainsight Employee ⭐️
Gainsight Employee ⭐️
January 25, 2023
New Idea

Apply filter for a drop-down field in the Mass edit report

Related products:CS Reports
  • January 25, 2023
  • 4 replies
  • 86 views

As it currently stands, we are unable to apply an in-line filter for a drop-down field in Mass Edit Reports. 

I am requesting on behalf of my customer that we add this feature as it would be a great tool to have for our users to be able to quickly sort their data on the dashboard. 

 

Example below:

 

 

4 replies

NoraG
Contributor ⭐️
January 26, 2023

thanks Brayden for posting.

Yes- having the ability to have an inline filter for mass edit report would be key. The workaround is to create a global filtered targeting the column that is unfilterable. Somewhat clunky user experience. 

Nbgx
Contributor ⭐️
May 18, 2023

Please add inline filter/search support to Picklist and Multipicklist fields on Mass Edit Scorecard Widget reports. 

 

We use a Scorecard Widget ‘Mass Edit’ report to show each CSM’s entire book of accounts with a host of important information including customer journey stages, pricing model, billing status, and of course health score. 

Contributor ⭐️
August 2, 2023

Agreed here - this would be incredibly useful. 

We’ve created a Scorecard Widget report to show a specific health measure alongside other information like stage of the customer for our ETeam meetings, but the inability to filter makes it a clunky experience (and importantly not a great look in front of our other executives). 

Contributor ⭐️⭐️⭐️
July 2, 2025

We have the same issue on the Scorecard Habit reports.