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joseph_siudzinski
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

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      meenal_shukla
      meenal_shukla
      Gainsight Employee ⭐️⭐️
      July 26, 2019
      @manu_mittal

      Outplay. Outwit. Outlast.
        joseph_siudzinski
        joseph_siudzinskiAuthor
        Helper ⭐️
        August 15, 2019
        Bumping this community post again as this is even more critical with NXT - all fields through joins that we want to show come through as "name".

          darkknight
          darkknight
          Expert ⭐️
          August 15, 2019
          This is on our list of enhancement requests we reviewed with @dan_ahrens recently.

          It's flagged as "short term roadmap" but the most recent update we had was that it's still in planning/no ETA.

          Sounds like it's an even bigger NXT need.

          Jeff Kirkpatrick
            acote
            acote
            Helper ⭐️
            October 3, 2019
            This would be a huge win for our exec level adoption

              darkknight
              darkknight
              Expert ⭐️
              January 24, 2020

              Can someone help direct me to release information on where this was “partially fixed”?   I still don’t see where the drill down columns are editable - we’re on 6.8.x - I don’t see this in the 6.9 release notes either.

              This is an important issue, particularly when executive leadership is looking at reports, drilling down into the data.

               

               

               

              Jeff Kirkpatrick
                sai_ram
                sai_ram
                Expert ⭐️⭐️
                January 28, 2020

                Can someone help direct me to release information on where this was “partially fixed”?   I still don’t see where the drill down columns are editable - we’re on 6.8.x - I don’t see this in the 6.9 release notes either.

                This is an important issue, particularly when executive leadership is looking at reports, drilling down into the data.

                 

                 

                 


                @darkknight There were two aspects to this issue. First one is if you rename a field in report builder, drilldown reporting honoring that. Second is being able to rename the custom fields in drilldown report. We fixed the first part of it and will handle the 2nd part of it in one of our upcoming releases with re-design. 

                  spadamatinti
                  Contributor ⭐️⭐️
                  April 21, 2020

                  Gainsight Team,  We are also facing the same issue, to show the labels correctly. we are creating custom fields and with the rules we are populating.  It is unnecessary overhead and time consuming.  Can you please prioritize and provide the fix, I see this issue create more than 2 years ago but no action. yet.  Thanks in advance.

                   

                  Thanks,

                  Santhosh

                   

                    hpritchard
                    hpritchard
                    Contributor ⭐️⭐️
                    May 19, 2020

                    We’re running into this issue with executive-level dashboards, all of which start from pie/column charts. We need to be able to rename the Name fields to reflect their true value. For us, it’s not uncommon to have an Account Exec, a CSM, and a Renewal Manager all on the same report; plus, NXT handles any dropdown fields as showing with a Name title. 

                    @sai_ram, you mentioned a few months ago that this would be addressed in an upcoming release. Any updates to share?

                      sai_ram
                      sai_ram
                      Expert ⭐️⭐️
                      May 20, 2020

                      @hpritchard yes we do have this in the near term. Since few other priorities came up this has moved to the next few months. 

                      meg.kitto
                      Contributor ⭐️⭐️
                      May 22, 2020

                      We’re currently implementing on NXT and this is already a big issue for us with the couple dozen reports we’re pulling into dashboards for our launch. The “Name” issue with join objects that multiple other users have mentioned is ridiculous - how are end users supposed to know what data they’re looking at when a table consists of six different “Name” columns.

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