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kstim
Helper ⭐️⭐️
January 22, 2024
New Idea

Help Text in Report Legends

Related products:CS Reports
  • January 22, 2024
  • 3 replies
  • 95 views

Not sure if this has been suggested before or if it’s feasible, but here is my ask: Would it be possible to add a feature in report settings where admins can enable a customized help text box to appear in report legends? My thought is that when the end user hovers over any of the legend options, a help text box would pop up, sharing a brief but clarifying description of what each legend option is (of course, filled in by the admin). Once the user hovers off of the legend option, the help text box would disappear. I picture this looking similar to the pop up that currently appears when hovering over any data points in a graphical report.

I understand that end users should generally be aware of what each option in report legends are referring to, but sometimes busy CSMs may need a reminder, and that reminder could live right within Gainsight instead of them reaching out to an admin, co worker, or parsing through documentation for help.

Apologies if this is a niche request, but figured I’d throw it out there in case others may find this useful!

3 replies

kstim
kstimAuthor
Helper ⭐️⭐️
January 22, 2024

Just found a similar post here:

 

dayn.johnson
VIP ⭐️⭐️⭐️⭐️⭐️
January 22, 2024

What would make this even more awesome is if this theorized hover text could also appear for embedded reports in emails. Legend text gets massively squashed in emails, and having a full-sized hover available for embedded reports would greatly expand the usefulness of these capabilities.

Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
spencer_engel
Expert ⭐️
January 24, 2025

This is so necessary. In my example below, I already have a pretty wordy explanation of how to use the dashboard in the rich text box in the top left. I also need to have some short one-liner explanations for each widget too because I don’t want to use anymore space in the general dashboard explanation, plus some of the help text would be report-specific and doesn’t make sense to display front and center on the whole dashboard. Please consider this request - it could very similar to the help text functionality that exists already on the C360 summary and attributes sections.