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kaycee
kaycee
Contributor ⭐️⭐️⭐️
February 3, 2016
Released

Enable Users to Create Their Own Reports

Related products:CS Reports
  • February 3, 2016
  • 18 replies
  • 313 views
It would be great for non-admin users to create their own reports instead of having to go through Gainsight admins. The increased need for custom reports makes it so that admins have to create reports to satisfy the needs of the individual instead of a group. This creates duplicate work that ultimately fills up dashboards (in order for non-admin users to see a report) when it would be easier for a user to create and view their own reports in their private repository (sort of like how SFDC has their reports).

Since only 6-12 reports can be viewed in a dashboard, too many custom reports requires the creation of more dashboards, which will eventually become confusing as the number of dashboards increases. 

      18 replies

      amanda_halliday
      amanda_halliday
      Contributor ⭐️⭐️
      February 4, 2016
      You can give your users the report builder tab to build their own reports. I don't know if there is the concept of "my personal reports" like Salesforce has; I have not explored that yet.
      https://support.gainsight.com/hc/en-us/articles/204276188-Grant-Permission-to-Create-Reports-2-0)
        kaycee
        kayceeAuthor
        Contributor ⭐️⭐️⭐️
        February 4, 2016
        Would this give users access to the whole report repository? We want to allow users to create their own reports, but we don't want to give them access to every report, in the event they change something and we aren't aware. 
        amanda_halliday
        amanda_halliday
        Contributor ⭐️⭐️
        February 4, 2016
        The only thing I'm aware of for that is the ability to lock filters. I have not discovered anything for restricting access to specific reports or giving view only access. I'd love to know if this exists or is on the product road map as well.
        sumesh
        sumesh
        Helper ⭐️⭐️
        February 5, 2016
        Hi Kaycee,

        Allowing non-admin users to create reports is in our short-medium term roadmap. Will provide ETA once we internally discuss and prioritise.

        Thanks!
          lane_h
          lane_h
          Helper ⭐️
          April 13, 2016
          This would be very helpful. Could you provide an updated ETA?
          Director of CX and Scale Programs
          darkknight
          darkknight
          Expert ⭐️
          April 14, 2016
          Sumesh - I assume that as part of allowing non-admin users the ability to create reports you are also working on a folder structure?  We must have a way to keep things organized - and prevent non-admin users from editing/deleting admin-created reports - otherwise this will cause more problems than it will solve.
          Jeff Kirkpatrick
            lane_h
            lane_h
            Helper ⭐️
            April 14, 2016
            When non-admins create reports, I would think they could only edit/delete reports they create. 
            Director of CX and Scale Programs
            darkknight
            darkknight
            Expert ⭐️
            April 14, 2016
            I hope so too. But didn't want to assume.  

            The folder thing though...is an absolute must.
            Jeff Kirkpatrick
            sdrostgainsightcom
            sdrostgainsightcom
            Gainsight Employee ⭐️⭐️⭐️
            June 19, 2018
            Would love to hear from the Reports team on what the roadmap looks like for:
            1. Allowing non-admin users to create their own reports (granted permission from the Gainsight Admin), and

            2. Making sure they are limited to creating/cloning/editing/deleting their own reports only - the 'Personal report folder' concept mentioned above - 

            3. A little further down the road, allowing them to build a personal dashboard - but I'll trade that further down the road if it helps us give end users a personal report space/folder sooner! 
            Scott Drost, Gainsight -- Principal Customer Success Architect
            sarah_kiani
            sarah_kiani
            Contributor ⭐️⭐️⭐️⭐️⭐️
            June 19, 2018
            +1. Things can get overwhelming for an Admin as the CS team grows with the current restriction. I would love to see the ability to create custom dashboards by non-admin users since I have observed different people on my team are requesting for different views. 
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