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tom_gerth
tom_gerth
Gainsight Employee ⭐️⭐️
August 10, 2017
Open

Dashboard global filters using OR logic

Related products:CS Dashboards
  • August 10, 2017
  • 27 replies
  • 736 views
While doing a bit of troubleshooting on behalf of a customer, I've noted that we cannot seem to use an "OR" logic on "Global Filters" in a dashboard.

What I mean by this is if I have a dashboard with four reports, all of which have the same two common filters using OR logic, I would be good to have the common filter on the dashboard reflect "A OR B" logic when applying the filters at the Global level.

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      spencer_engel
      spencer_engel
      Expert ⭐️
      November 21, 2024

      This just came up again with one of our managers. Seems like relatively low-hanging fruit and yet no meaningful action. What’s the deal?

        dayn.johnson
        dayn.johnson
        VIP ⭐️⭐️⭐️⭐️⭐️
        November 21, 2024

        We also have a use case here -- different account team fields (CSM, CSM Manager, and so on), and the SAME rep could be in any one of at least three fields. Dashboards are supposed to be more convenient than report sharing (read: more of a Self-Service option), but when we can’t use commonly available (expected) OR logic, that convenience disappears.

        Can we get an update please? 🙏

        Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
          ajprince
          ajprince
          Contributor ⭐️⭐️⭐️⭐️
          July 21, 2025

          Are there any updates on this item to be shared? Still impacting us TODAY!

            Jack_Darley
            Contributor ⭐️⭐️⭐️
            August 18, 2025

            +1 to the above few comments… this is marked as implemented, but the includes operator only solves a small portion of advanced logic issues.

            This idea should be reopened and revisited - I believe the idea is for advanced filter logic on dashboards, similar to what we can set up in Reports. 

            I have a use case where we assign both a “CSM” and a “CSM 2” each to our larger, more global accounts so that they have support in more than one geo. We are currently unable to have a dashboard that filters to companies where CSM or CSM 2 = current user, so certain portfolio-level analyses are impossible to perform for users. 

            Would love to see this implemented this year - I think it would help a lot of people out! 😊

            We have the same issue of having multiple CSMs for one account. 
            For us, there can be a global deal where the main CSM for the deal is listed as the CSM for that account, but there could be several out of region CSMs handling their part of the local deal. 

            rrobinson
            rrobinson
            Contributor ⭐️⭐️⭐️⭐️⭐️
            December 16, 2025

            Same pain points above, this is 8 years old! Multiple TAM or CSM on a single account - can we please have an update?

            -RR
              Ravindrach
              Ravindrach
              Contributor ⭐️⭐️⭐️
              June 10, 2026

              We are facing this issue and we would need the fesability to set up OR condition in the dashboards. Could you please provide an update on this.

              mobrien14
              mobrien14
              Helper ⭐️
              June 10, 2026

              ​@revathimenon Could you raise this internally and see if there’s any update to share? We’re going 8+ years and nearly 100 upvotes and the last acknowledgement was in early 2023. 

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