CSMs will apply reports to their GS Home to customize, and I am unable to delete. The issue with this is they could be looking at an old report that needs updating and I need them to switch. The custom GS home becomes very cumbersome to manage from an Admin view as I cannot then remove that report.
Let us also not forget how hard it is simply to find out who is even still looking at that report, so you can kindly ask them to delete it, or (if possible) backdoor in as them and remove it yourself.
As reports just surface data and aren’t really underpinning any actual processes (from a platform perspective), if cascade delete for reports was an option that would also be great - remove them from any filters so it doesn’t break whatever dashboard/home layout (or, in the future Space), that they were in.
+1! We just experienced this a few months back and had to reach out to support for a list of users still using old reports.
+1! We just experienced this a few months back and had to reach out to support for a list of users still using old reports.
You can sort of get around this by using the GS Asset Usage Tracking object - you can filter for your “old” report(s) that you want to remove. If you know when you removed them you can look to see who is still accessing them. It’s not perfect but can get you partly there (you might have users who have it on a layout but haven’t accessed it, and if you have lazy load on maybe it never loads either)
So many features are released half-baked. This is one of them.
I have a bunch of reports I cannot delete because some users have them in their customized Home. I ended up appending ‘Archived’ or ‘Do not Use’ to the report name in hopes CSMs would remove them from Home.
There is the MDA that feeds the reports that I should delete as well but cannot because I need to delete the reports first. It just becomes a never-ending tech-debt.
I hope this is fixed soon by GS.
This is also impacting us with end users who have left the organization and we have no way to update their Gainsight Home view. Please prioritize since there is no work-around per ticket 270796.
So many features are released half-baked. This is one of them.
Unfortunately
In this case though, Gainsight Home has been out there for well over a year. I’ve not personally run into yet because where I’m at now we only just started using Gainsight Home, but this will most definitely become a problem for everyone and needs to be rectified ASAP.
We really need the ability to have insight into who exactly is using reports in Gainsight Home. Currently we can only see that a certain report says “used in Gainsight Home” in the Report Builder, and I guess we can try to piece things together using
But...we need this to be much easier and more accessible for admins. It’s very hard to clean up old/stale reports in our instance that are being used in a Gainsight Home layout because we have no idea who actually has said report in their layout. Please consider addressing this.
Hello! Where are we with this Idea? Thanks
While this doesn't replace proper asset management capabilities, here's a workaround for this issue:
While this doesn't replace proper asset management capabilities, here's a workaround:
(and would probably cut down on support requests)
Thanks
Thanks
In my case, a deactivated user had a report on their Home layout, so the usage data didn’t help 😓.
Good luck! I hope that this does the trick 😊
Thanks
In my case, a deactivated user had a report on their Home layout, so the usage data didn’t help 😓.
Good luck! I hope that this does the trick😊
I believe I’ve the same situation, because the search returns nothing 😫
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