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darkknight
darkknight
Expert ⭐️
September 24, 2015
Released

Gainsight Dashboards: Need ability to add multiple entries in the same free-text Filter (similar to how SFDC reporting works)

Related products:CS Reports
  • September 24, 2015
  • 30 replies
  • 367 views
In Salesforce reporting, if I want to filter on a field that is not a "picklist," I am able to enter multiple options in the same Filter sequence, i.e.

"SuperRegion" is equal to "NA, EMEA, LATAM, APAC"

In Gainsight I have to enter separate filters, i.e.

"SuperRegion" is equal to "NA"
OR
"SuperRegion" is equal to "EMEA"
OR
"SuperRegion" is equal to "LATAM"
OR
"SuperRegion" is equal to "APAC"

This adds complexity to the building of reports.  The filter should have the logic to be able to identify that if I have a comma separated list to treat them as separate entries, that way if I want to filter, for example on any account that falls under the SuperRegion NA or LATAM I can just enter:

"SuperRegion" is equal to "NA, LATAM"

This would also give users the flexibility, when accessing the filter from the Dashboard, to be able to add multiple entries or a single entry in the field upon which to sort.  

      30 replies

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      gabriel_hobbs
      gabriel_hobbs
      Contributor ⭐️⭐️⭐️
      February 24, 2017
      In the example i give, think of all the values I would need to pick if trying to exclude email. If an account has over 10,000 email addresses with a common domain, I don't want to be selecting 10,000 distinct values.
        darkknight
        darkknightAuthor
        Expert ⭐️
        February 25, 2017
        I agree with Gabriel.  I think if the field is a picklist the pre-defined includes list would work.  But for free-text, you really need comma-separated functionality.
        Jeff Kirkpatrick
          ben
          ben
          Helper ⭐️⭐️⭐️
          September 28, 2017
          This would be immensely helpful for us as well, especially in CoPilot. I have had to make some PowerLists where I hit the max number of criteria possible due to the missing feature. If it were around, I would have only had 5 criteria. I am specifically talking about free-text comma-separated functionality.

          Any indication of product roadmap inclusion?
          -Ben
            darkknight
            darkknightAuthor
            Expert ⭐️
            November 9, 2017
            What Ben said....
            Jeff Kirkpatrick
              john_nunziati
              john_nunziati
              Contributor ⭐️⭐️
              March 19, 2018
              This would be very helpful for us as well. 
              darkknight
              darkknightAuthor
              Expert ⭐️
              April 9, 2018
              This says planned...any info on when?
              Jeff Kirkpatrick
                jieno_benitez
                jieno_benitez
                Contributor ⭐️⭐️
                June 28, 2018
                This will be a great feature to be added. I hope this will be available soon. 
                meenal_shukla
                meenal_shukla
                Gainsight Employee ⭐️⭐️
                July 27, 2018
                + 1 for this idea.
                Outplay. Outwit. Outlast.
                sarah_kiani
                sarah_kiani
                Contributor ⭐️⭐️⭐️⭐️⭐️
                August 14, 2018
                This reply was created from a merged topic originally titled Comma for "or".

                Our CS team has grown rapidly over the last few months. While building out certain reports, I need to add all our CSMs to pull out relevant data. SFDC allows comma to act as the "or" operator which makes adding in names easier as compared to Gainsight where each name has to be put in a new filter. Are there any plans to get similar functionality in GS anytime soon? Might be a small thing but can definitely make the platform more Admin friendly 
                cmultanen
                cmultanen
                Helper ⭐️
                August 14, 2018
                +1 this would make reporting and rule criteria so much easier 
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