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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

    dan_ahrens
    Expert ⭐️⭐️⭐️
    June 19, 2018
    Related question to this request - do you feel that non-admin end users would know enough about the various SFDC and Gainsight object structures to build out the reports that contain the data they're looking for?

    The main reason I ask is that I recall my first few months working in Gainsight and the plethora of objects to choose from and their respective fields nearly blew my mind. I needed a lot of help to build reports when I was starting out.
    VP of Customer Success at Forcepoint
    darkknight
    Expert ⭐️
    June 20, 2018
    Probably not. Creating MDA reports is incredulous even for the most experienced Gainsight admin.
    Jeff Kirkpatrick
    venky_reddy_k
    Helper ⭐️
    June 21, 2018
    Hey Scott,

    Reporting for non-admin users in on our roadmap and all the ideas you mentioned (controlling the access, giving permissions to only their reports in a personal folder and giving the ability to create their own dashboards eventually) are considered as part of this thought process. However, there is still no clarity on the ETA for this feature.

    Are you looking for any specific information?/

    Thanks
    Venky
    lane_h
    Helper ⭐️
    June 21, 2018
    1) I believe you can give report builder access to non-admins (see Support Documentation)

    2) Agree! I've needed this myself and have had customers need this.

    3) 100% agree!
    Director of CX and Scale Programs
    sdrostgainsightcom
    Gainsight Employee ⭐️⭐️⭐️
    June 21, 2018
    Hello Venky - With the popularity of the reques,t and two additional requests for the same feature from newer Gainsight customers, wanted to see if there is a ballpark ETA yet (by end-of-calendar year, for instance, as opposed to next year) - if so, please let us know -thank you!
    Scott Drost, Gainsight -- Principal Customer Success Architect
    sdrostgainsightcom
    Gainsight Employee ⭐️⭐️⭐️
    June 21, 2018
    There is the Gainsight object dictionary now - that does help newer users - and the assumption is that (for the requests I'm involved in) the end users needing this are super-user types - work in SFDC and other reporting tools - so they can do some sink-or-swim learning without impacting anything else in the larger org.
    Scott Drost, Gainsight -- Principal Customer Success Architect
    darkknight
    Expert ⭐️
    June 21, 2018
    The most challenging thing for me is knowing which columns to use for what.  Today I was trying to create an Activity Timeline report and assumed that the Author would be what I use to show who created a timeline entry, but those columns are blank.  Using "User" didn't seem intuitively correct but that appears to be where the value is held.

    Also when you're creating drill downs, several of the columns will have the same name, i.e. Name from CSM lookup, Company lookup, etc.  
    https://community.gainsight.com/gainsight/topics/reports-allow-relabel-of-report-detail-headings

    Plus educating end users on lookups, etc.  It's a challenge for sure.

    I would almost say we restrict end user report building to data spaces defined by the Gainsight admin, that way it reduces the amount of trial and error on the part of end users.  Similar to report types in SF.  At least for objects in SF.  Hopefully Data Spaces for MDA will come soon.
    Jeff Kirkpatrick
    Prateek Parashar
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    July 10, 2026
    Updated idea statusDiscoveryReleased
    Prateek Parashar