My Portfolio: Allow Download of Information

Related products:CS Gainsight Home

Forum|Forum|4 years ago
March 15, 2022
17 replies
295 views

Some of our users would like the ability to download the information available in the “My Portfolio” section of Gainsight Home.

Adding in from the related idea by j2001797

My Portfolio widget has limitations on filtering multiple columns, having the ability to export to have additional filtering options would help with a book of business with many customers.

gopal_rao_kallepu

Helper ⭐️⭐️⭐️

Thanks for sharing it here @printsteward. Is it possible for you to add more details how the exported data is typically used ? This would help us understand the problem better.

@everyone please upvote if you have a similar requirement and help us prioritize.

Gopal

angela_domenichelli

Contributor ⭐️⭐️⭐️⭐️⭐️

athenahealth would also support this change! CSMs may need to export their BoB to pivot on any of the displayed fields (how many clients in my BoB are in each state, or in the same status.) All other report tiles are available to download, and our end users want feature parity across Gainsight Home.

Angela Domenichelli (She/Her/Hers)

gopal_rao_kallepu

Helper ⭐️⭐️⭐️

Noted. We will add this improvement to our roadmap.
Thanks for the response @angela_domenichelli

Gopal

matthew_lind

VIP ⭐️⭐️⭐️⭐️⭐️

+1

My team wanted a periodic download for use as a snapshot of sorts, so they could quickly analyze or slice and dice, or so they could marry to other data they may have had locally in a spreadsheet.

One small bit of confusion arose because Downloads are supported on Dashboards (if they are so configured), and there were questions about why Gainsight Home, which looked materially similar to the Table-style Reports on a Dashboard, didn’t have this same capacity.

Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?

austin_hendrix

Contributor ⭐️⭐️⭐️

This has been a frequent request from our CSMs as well. Similar to the “Customers” Tab that used to exist in Salesforce edition, CSMs like to download the data regularly to create strategy with sales partners, managers, etc. real time. Any updates on roadmap prioritization would be greatly appreciated.