Be able to reset dashboard reports that have global dashboard filters

Adding onto this too. It is difficult to get a report back to normal without this option.

I've just added and adjusted a whole bunch of filters and I know have no way of knowing what was originally there.

As an admin, I need a way to reset all filters that users may have set. They seem to want to change report filters and have a very difficult time getting them back to 'normal'. Filters should either reset each time the dashboard is refreshed, or at minimum have a way for users to reset all filters on a given dashboard.

Hi Alex,

We will be shipping this in the upcoming release.

Clear Settings option will now be present on all the reports irrespective of the Global/Dashboard filters. Do note that this only takes report back to admin created (report builder) state and not the global filter (which has its own reset icon).

We have this exact ask from our global CSM teams. I see that the ability to revert the filters to the admin selected defaults is under consideration with mentions of being released in the 'Upcoming Release'.



Is there a more precise ETA that can be provided so that we can manage our dashboard revamps accordingly?

Hi David,

Is this the functionality that you are looking for? https://support.gainsight.com/Reports_and_Dashboards/Admin_Guides/Global_Filters_for_Dashboard#View_the_Dashboard_with_the_Applied_Filters

Close @dan_ahrens !

We have CSM dashboards that are specialized to drill into specific account and customer data points. Unfortunately, we were not able to get all of the information correct using Global Filters, rather they are specific reports (no global filters). When a CSM goes in and edits the filter for any given report on the dashboard, let’s say to look at a quarter instead of a month, they regularly neglect to note what the original settings were for the report.

The ask is to have the same ‘Reset Filters’ option at the report level to restore the admin defined filters.

Does that make sense?
Does this need to be on a different/new thread?

Could you solve for this by adding the global filter, but only applying it to the relevant reports, so that when they reset the filter, it can go back to the admin setting? This works on the principle that a global filter need not be used for all reports on a dashboard.

Great minds think alike...

Already working on applying global filters for the bulk of the reports that make sense to chain together. That fixes 60% of potential issues. To account for the rest of the reports we will create a reference document around default dashboard report filters and add to SharePoint (read-only of course). This way the CSM/AE can 'rebuild' the single report if it is edited.

Would be a pretty nice win to include the reset filter option at all report levels though. Would help remove a few work streams whenever an update is made or a new dashboard is added.

Good stuff @dan_ahrens

We do currently have the ability to reset all reports to admin defined state David! CSM's would have to click reset on the specific report and for that user, the report goes back to admin defined state. The reports having clear settings even when global filters is applied (My post above) has been already shipped.

Oh my, you're correct.

#facepalm

For all:

On any specific report you can click on the 'Settings Cog' on a dashboard report to see a dropdown that includes 'Clear Settings/Filters' option.

User will be promopted with:

"This will reset the filters and other configuratino of this report builder version (as configured by your admin) except the global filters. Do you want to continue?"

-yes- or -cancel-

Thank you @rakesh!