Skip to main content
joseph_siudzinski
Helper ⭐️
March 23, 2017
Released

Customize Drill Down Field Labels

Related products:CS Journey Orchestrator
  • March 23, 2017
  • 25 replies
  • 347 views
It would be nice to have the ability to customize the headers in report drill downs. Today, you can change the header labels in show and by sections of the graph report. You can't customize them when you configure the drill down. 

Thanks!

    25 replies

    joseph_siudzinski
    Helper ⭐️
    July 18, 2017
    Bumping this back to the top - I was curious if this is planned at all. I've had multiple customers asking about it.

    It has become increasingly important as MDA standard objects all have "Name" as the field label when going through Joins (i.e. Account Name, CSM Name, Relationship Name are all just name.)

    Thanks.
    venky_reddy_k
    Helper ⭐️
    January 8, 2018
    This is in the active roadmap. Will update the ETA here as and when we get clarity on it.
    darkknight
    Expert ⭐️
    May 14, 2018
    This appears to be the same issue as this:  https://community.gainsight.com/gainsight/topics/reports-allow-relabel-of-report-detail-headings?top...

    Can they be merged?  Also, can we get an update on when this will be available?  This may not seem like a big deal, but when you have multiple "NAME" fields on the chart it becomes confusing for end users to have to try and decipher the reports themselves.... i.e. "Is this the CSM Name or the Author Name?"
    Jeff Kirkpatrick
    darkknight
    Expert ⭐️
    May 14, 2018
    This reply was created from a merged topic originally titled Reports: Allow relabel of report detail headings.

    It would be helpful to be able to relabel the headings that display when you drill down into graph report, especially when you have fields with the same name that are pulled as a result of multiple lookups.

    Example:



    This list above is derived from clicking a data point on a report that shows Relationships by CSM.

    I want to be able to show the CSM Name, the name of the Customer and the name of the Relationship when they click on a data point.

    I end up performing the following lookups:

    lookup to User::Name (for CSM Name)
    lookup to Company::Name (for Customer Name)
    lookup to Relationship::Name (for the Relationship Name)

    Because I cannot appear to relabel them in the drill down display, all three columns are labeled "Name"

    This request is somewhat related to https://community.gainsight.com/gainsight/topics/allow-ability-to-relabel-fields-anywhere-in-gs
    Jeff Kirkpatrick
    darkknight
    Expert ⭐️
    May 24, 2018
    Any updates on this?
    Jeff Kirkpatrick
    heather_hansen
    VIP ⭐️⭐️⭐️⭐️⭐️
    September 18, 2018
    Adding on to this as well.  We'd love to have this option as there are several fields that we would like to name a more common name versus what's shown.
    darkknight
    Expert ⭐️
    January 23, 2019
    This was noted as "on the active roadmap" a year ago. Is there any update?

    It's items like this that have people in my organization calling Gainsight a "terrible" reporting tool.

    @venky_reddy_k

    Jeff Kirkpatrick
    meenal_shukla
    Gainsight Employee ⭐️⭐️
    July 25, 2019
    @rakesh : Can you let us know when is this planned as this has been a customer ask for more than an year? Also, it has quality of life implications 😉 from end user to admin.

    Outplay. Outwit. Outlast.
    darkknight
    Expert ⭐️
    July 25, 2019
    YES YES YES. I was JUST reviewing my list of enhancement requests, preparing for a meeting with my CSM and product teams and looking at this item. Our end users are confused, frustrated (and frankly flabbergasted) by the lack of this capability.

    Jeff Kirkpatrick
    zach_davis
    Helper ⭐️
    July 25, 2019