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gunjanm
Expert ⭐️
August 26, 2024
New Idea

New CC-CS OOTB Dashboard

Related products:CS Reports
  • August 26, 2024
  • 3 replies
  • 96 views

The new dashboard is nice BUT I would like to make some minor report adjustments and I cannot do that as these are considered system reports, so I need to clone every single report and rebuild the dashboard. This is unnecessarily frustrating and this solution would be much better provided as a Sightline Vault installation. If the goal is to get multi-product adoption, why is Gainsight making it more difficult to actually get there?

3 replies

dayn.johnson
VIP ⭐️⭐️⭐️⭐️⭐️
August 26, 2024

As someone very interested in the CC+CS integration, I’m going to be watching this one quite closely. Really don’t want to have to rebuild a bunch of reports when I’ll already be busy building new CC+CS journeys.

Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
gunjanm
gunjanmAuthor
Expert ⭐️
August 26, 2024

@dayn.johnson it’s juts tedious as it’s not necessarily a rebuild but just a clone. I tried to make the most of it and use them on my existing C360 section for Community Activity but this was pretty useless because of the lack of drilldown helpfulness, and the filters were pretty useless (e.g. New Registrations but no date filter)

Gunjan
dayn.johnson
VIP ⭐️⭐️⭐️⭐️⭐️
August 27, 2024

Glad to hear it, thank you for that info! I’m still surprised that the OOTB reports don’t offer the ability to customize them. I suppose I should probably view them more as a case “this is what’s possible” and then build the reports in DD so I can merge in our other data as needed.

We don’t have CC (yet), but are in the planning stages, so I’m trying to get a better handle on what I might want to have prepared when we actually move forward. 😀

Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member