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HollySimmons
Helper ⭐️
July 14, 2021
New Idea

Include "Current and Next X" and "Current and Previous X" filters in Horizon Reporting

  • July 14, 2021
  • 18 replies
  • 248 views

With the move to Horizon reporting some very important filters have been “depreciated” which makes some reporting now impossible. 

In old-style you can choose from lots of “Current and” options; 
 

This is particularly useful for financial reporting and forecasting, e.g. show me all customers renewing this month and next month. 

But with the move to Horizon those options are no longer available, and instead there’s just Last X or Next X, which excludes the current X. 

E.g if I chose Next 2 Months, I see August and September, when what I want is July and August;
 



WIthin Report Builder it is possible to achieve what we want by adding two filters and OR’ing them together, but that doesn’t work for global filters on Dashboards. 

These are really important filters to have available, PLEASE bring them back. 

18 replies

bradley
Expert ⭐️
November 16, 2021

“However, as we did this exercise, it was a known factor that some literals cannot be simplified directly - like “Current and Next X" and will need 2 different filters. We checked the data on how many such filters are configured across all our customers in production and based on how (in)frequently these literals are used, we decided to not rebuild those. The gap that is asked on this thread is basically that.”

 

@rakesh  Gainsight has a lot of nooks and crannies. Not everyone knows about all the possible configurations and features, and maybe they simply haven’t deployed them yet. Frequency of use != Importance. Regressing features that are in use and admittedly cannot be ‘simplified directly’ is a disturbing choice for the longevity of the platform. 

darkknight
Expert ⭐️
November 16, 2021

What @bradley said...

Jeff Kirkpatrick
sarahmiracle
VIP ⭐️⭐️⭐️⭐️⭐️
December 2, 2021

Circling back here -- has anyone found a workaround for these filters in Dashboards? I can’t add a second identical filter to a dashboard in order to get Current + Next. It really feels like I’m completely out of luck here to do any sort of dynamic date filtering in a dashboard if I want to see a Current and Next timeframe….

Customer Success Systems Admin @ Amplitude, 3x Gainsight CS Ops Product Council Member
dan_ahrens
Expert ⭐️⭐️⭐️
December 2, 2021

 Circling back here -- has anyone found a workaround for these filters in Dashboards? I can’t add a second identical filter to a dashboard in order to get Current + Next. It really feels like I’m completely out of luck here to do any sort of dynamic date filtering in a dashboard if I want to see a Current and Next timeframe….

AFAIK there is no workaround that can replicate the same functionality. We will have to wait until the “current + next” and “current + previous” constructs are restored. 

VP of Customer Success at Forcepoint
HollySimmons
Helper ⭐️
February 7, 2022

THANK YOU for bringing these back in the latest release. 

+1 to what @bradley and @darkknight said though, it’s still worrying they were removed in the first place and that decision was not communicated...

bradley
Expert ⭐️
February 7, 2022

Glad to see this back in CS, though disappointed to see that the updates did not make their way to Renewal Center.

anirbandutta
Expert ⭐️
February 8, 2022

Glad to see this back in CS, though disappointed to see that the updates did not make their way to Renewal Center.

Thanks @rakesh and team for getting this one covered. Fyi Brad and Holly’s latest observations.

It's an opportunity for engagement
dan_ahrens
Expert ⭐️⭐️⭐️
March 10, 2022

Thank you @rakesh and team!! :grinning:

VP of Customer Success at Forcepoint