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spencer_engel
Expert ⭐️
May 1, 2025
New Idea

Clone Reports to the Same Folder

Related products:CS Reports
  • May 1, 2025
  • 3 replies
  • 67 views

Similar to this idea (which was recently implemented, yay!), I find myself frequently cloning reports and having to select the folder I want to put the report in. 

 

Almost every time when I clone a report, I want that report to go into the same folder as its clone, but instead Gainsight chooses “uncategorized” by default. This would be an easy win for Admin Quality of Life. Thanks for considering.

3 replies

dayn.johnson
VIP ⭐️⭐️⭐️⭐️⭐️
May 1, 2025

Yup. Tracking down the report in “Uncategorized” and moving it each time is not a timesaver.

Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
matthew_lind
VIP ⭐️⭐️⭐️⭐️⭐️
May 1, 2025

100% yes. I try to configure the folder at creation time, but often my mind is whirring along on what I want to change in the cloned report, and I quickly move by the folder designation.

The post-clone clean-up and filing energy is not what I’d call value-adding.

AQoL for the win.

Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?
romihache
VIP ⭐️⭐️⭐️⭐️⭐️
May 2, 2025

Great call out! 

Continuous improvement is better than delayed perfection