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sarahmiracle
VIP ⭐️⭐️⭐️⭐️⭐️
March 10, 2023
Development

Improve parity between Report Builder and Scorecard Widgets

Related products:CS Reports
  • March 10, 2023
  • 13 replies
  • 201 views

There are slight differences between Report Builder UX and Scorecard Widget UX. Improving the parity between these two seemingly identical features will help admins.

  • Report renaming (can rename report in Report Builder when editing/building the report, cannot do this in Scorecard Widgets)
  • Click & drag fields to Filter
  • Double-click a field to bring it over to Show Me
  • Ranking & Sorting options (for example, if I want to create a Mass Edit report for Top 10 Accounts by ARR...)

13 replies

gunjanm
Expert ⭐️
August 25, 2023

Adding another to this list: reordering columns (end user) are not sticky in Scorecard widgets. Super annoying.

Gunjan
Expert ⭐️
August 28, 2023

Can we also make with available everywhere reports are too?

 

Prior tot he division we used to be able to add Mass edit reports to 360s. This gave us the ability to show a roll up of relationship scorecards to the CMS instead of digging into X number of R360s.

 

Additional use case, for companies that have hierarchies and only manage at the top level. This gives them the ability to score at the lower levels and display them all at the top level saving time to dig down into hierarchies.

ChiragJ
Gainsight Employee ⭐️
Gainsight Employee ⭐️
August 29, 2023
No Status→Acknowledged
kstim
Helper ⭐️⭐️
August 29, 2023

Adding the below post to this: 

ChiragJ
Gainsight Employee ⭐️
Gainsight Employee ⭐️
August 29, 2023

Noted . Thanks @kstim 

gunjanm
Expert ⭐️
January 12, 2024

Came across two of these points again today and had to reset expectations with our stakeholders. 

Gunjan
Contributor ⭐️⭐️⭐️⭐️⭐️
June 5, 2024

Would also like to be able to add scorecard widgets to email templates!

ChiragJ
Gainsight Employee ⭐️
Gainsight Employee ⭐️
July 2, 2024
Open→Discovery
dayn.johnson
VIP ⭐️⭐️⭐️⭐️⭐️
July 3, 2024

Fantastic idea, @Elana Cipin! I can absolutely see a use case for scorecard widgets in our internal JOs, even if it’s just because the size would fit better in a multi-column email!

Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
Contributor ⭐️
July 25, 2024

Adding another to this list: reordering columns (end user) are not sticky in Scorecard widgets. Super annoying.

1000% this would be huge!

It actually drives me out of the product, into my own spreadsheets that I make with all the same info, just so I can have the columns the way I need to see them to work efficiently.