Skip to main content
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

ChiragJ
Gainsight Employee ⭐️
Gainsight Employee ⭐️
August 8, 2024

Hello everyone, I would like to share an update that we are working on the following parity gaps and you will see them addressed with our Q3 release . We will be picking up the remaining parity gaps thereafter. 

  1. Report renaming within the create/ edit report experience
  2. Drag and drop fields to add to Filter Fields section 
  3. Double-click on fields to add to Show Me section
  4. In line filter for picklist fields like Status, Company version etc 
  5. Re-ordering of columns to be retained (made sticky) in Scorecard widgets.

ChiragJ
Gainsight Employee ⭐️
Gainsight Employee ⭐️
August 9, 2024
Discovery→Development
bradley
Expert ⭐️
August 27, 2024

@ChiragJ hopefully other report settings will make it to the list as well, like “Enable Named Fields Addition” :)