Skip to main content
cameron_wright
cameron_wright
Gainsight Employee ⭐️⭐️
July 26, 2018
Discovery

Dynamic dashboard reports

Related products:CS Reports
  • July 26, 2018
  • 15 replies
  • 191 views
Working with a customer we found that reports are not dynamically updated in dashboard after making changes to the report itself.

If there is a global filter present in that report and the report is impacted by any global filter then we don't show the option to "clear settings/filters" so the only fix would be to remove and readd the report. 

This is due to user state preservation.

I think a better solution would be to have the reports dynamically update the dashboard or have the option to upon changes.

      15 replies

      sagan_sherlin
      sagan_sherlin
      Helper ⭐️⭐️
      July 27, 2018
      + 1.  Until reading this, I thought I was doing something wrong.  I've had this issue for a while.  Create the Report/Dashboards requested.  Weeks go by - changes requested.  I have to remove the filters and the reports from the Dashboard.  Save - and then re-add it all back. 
        faust_belarmino
        faust_belarmino
        Helper ⭐️⭐️
        August 21, 2018
        I think the dynamic change would be a much better experience! I JUST had to do this last week... I updated the report and told the CSM's that their dashboard is good to go... But then they told me they were still seeing the old results... Come to find I needed to remove and add the report again in the dashboard builder...
          darkknight
          darkknight
          Expert ⭐️
          August 21, 2018



          This is not an optimal experience Gainsight.
          Jeff Kirkpatrick
            cmultanen
            cmultanen
            Helper ⭐️
            August 24, 2018
            +1, this issue has begun popping up more frequently now that more people are using and viewing the dashboards we've set up.

            If dynamic updates aren't in the short-term roadmap, a simple "refresh" button would be a nice improvement over the current process.
              matthew_lind
              matthew_lind
              VIP ⭐️⭐️⭐️⭐️⭐️
              October 5, 2018
              After using Dashboards and global filters for a long time, I finally got 'bitten' by this scenario.

              I have a very small misconfigured filter inside one report (yep...it was my mistake) with one typo in one filter. The repair of disassembling global filters, removing the report, re-adding the repaired report, and re-assembling the global filters seems like tearing apart the kitchen to fix a one drippy faucet.
              Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?
                darkknight
                darkknight
                Expert ⭐️
                October 5, 2018
                Not sure if anyone in Product has seen this yet.  It is a major nuisance.
                Jeff Kirkpatrick
                  rakesh
                  Gainsight Employee ⭐️
                  rakesh
                  Lets put your data to work!
                  October 5, 2018
                  Hi All,

                  We understand that this is too much effort for a simple change. Thanks for voicing it out! There are some limitations on our side which stop us providing the ideal experience here. 

                  Nevertheless, I would like to understand one specific point in this context:

                  Assume a report has both Report Filter and a Global Filter(say region set to Europe)
                  If hypothetically there were a way to force the update and upon clicking that hypothetical button, the value which the user changed in the Report Filter (in the dashboard) will be reverted to the value you configured (in report builder). If the user had previously modified the value in the global filter from Europe to North America, still he will not see the exact report you just configured!
                  Would that not cause confusion? Will you expect this behavior?

                  darkknight
                  darkknight
                  Expert ⭐️
                  October 5, 2018
                  At that point I think it would be up to Ops to notify the end users that a change has been made to the underlying report.
                  Jeff Kirkpatrick
                  sai_ram
                  sai_ram
                  Expert ⭐️⭐️
                  October 9, 2018
                  Hi All,

                  Locking the filter is another potential workaround, will that work for you?
                  darkknight
                  darkknight
                  Expert ⭐️
                  March 7, 2019
                  No locking the filter is not an acceptable workaround because our managers need to modify the filters based on what they are trying to focus on. Some of our managers manage multiple teams or verticals so they need the flexibility.

                  I just got off of ANOTHER phone call with a manager, on a related issue. This time I replaced reports on the dashboard, but her dashboard wasn't showing ANY data on those reports until I had her reset her Global Filters.

                  These need to be dynamic.

                  @rakesh I realize this is an enhancement request, but it's a massive pain to our end users, not to mention for me.

                  Jeff Kirkpatrick
                  Show more replies
                  Terms & ConditionsAccessibility statement