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jbarbiergainsightcom
Gainsight Employee ⭐️
jbarbiergainsightcom
Gainsight Employee ⭐️
February 1, 2016
Released

In line editing in tabular report on dashboard

Related products:CS Reports
A customer has requested an easy and quick way to update a customer attribute for each customer by the CSM, instead of going into each R360 to edit the field in the summary section. Ideally, creating a tabular report to display on a My Customers dashboard that would have their customers listed and a set of fields also displayed; and then somehow editing right there are the dashboard either by double clicking into each cell  they need to update or clicking edit next to each customer, updating the cell and then saving.

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      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      March 16, 2017
      @manu - this just came up on another thread. This thread is internal, so I can't link it to the thread created by the customer...but worth checking out: https://community.gainsight.com/gainsight/topics/allow-inline-editing-in-tabular-reports
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      VP of Customer Success at Forcepoint
      nadav_shemtov
      nadav_shemtov
      Contributor ⭐️⭐️⭐️⭐️⭐️
      June 1, 2017
      Just bumping this up as both HPE and CA have asked for the ability to edit attributes on a dashboard / report - this would be similar to how the mass edit view works for a scorecard, but for other attributes (e.g. engagement status, CSM, AE etc.) 
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      Ester.Memoli
      Ester.Memoli
      Helper ⭐️
      June 3, 2024

      Hello, will this be ever implemented?

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      Prateek Parashar
      Gainsight Employee ⭐️
      Prateek Parashar
      Gainsight Employee ⭐️
      July 10, 2026
      Updated idea statusOpen→Released
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      Prateek Parashar
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