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t.nelson
Contributor ⭐️
Nov 12, 2026 4:31 PM UTC
New Idea

Enable CSMs to download the Home > People widget grid layout

Related products:CS Gainsight HomeCS Email & Notifications, CS Group Send

CSMs should be able to download the data displayed in the People widget on the Gainsight Home tab, including the columns, filters, and sorting applied to their grid layout.

The People widget is a useful operational view for managing a portfolio, but CSMs cannot easily take the visible information offline for analysis, prioritization, customer preparation, or collaboration. Today, they may need to manually copy information or ask an administrator to create a separate report—even when the needed data is already available in their configured widget view.

A download option would let CSMs:

  • Export the exact list of people currently displayed in their grid.
  • Use their selected columns and filters without recreating the view in Reporting.
  • Quickly prepare for account reviews, outreach planning, and manager discussions.
  • Reduce manual data collection and dependence on CS Ops for one-off extracts.

Ideally, the export would respect the user’s existing permissions and include only the records and fields available in their configured People widget view. CSV and Excel download options would be especially helpful.

This would make the Home tab more actionable for frontline CSMs, not just a place to view data.

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