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michelle_kim_b3975a
Contributor ⭐️
December 4, 2015
Released

Non-admin users should have access to build, view, and edit reports

Related products:CS Reports
  • December 4, 2015
  • 19 replies
  • 217 views
Similar to SFDC, users should be able to create reports ad-hoc and view existing reports. I'd also want to view reports WITHOUT having to include them in dashboards / 360. "Reports" should be a standalone top nav menu.

    19 replies

    dstokowski
    Gainsight Employee ⭐️⭐️
    December 4, 2015
    That is possible.  See the instructions here for how to add it as a tab outside of the Administration tab so that users can build their own reports (this does not include building their own dashboards/layouts)

    https://support.gainsight.com/hc/en-us/articles/204276188-Grant-Permission-to-Create-Reports-2-0
    michelle_kim_b3975a
    Contributor ⭐️
    December 4, 2015
    Great. Thank you!
    sumesh
    Helper ⭐️⭐️
    December 5, 2015
    Michelle,

    We are ideating the concept of permissions in report builder and allowing non-admin users to create reports is definitely a feature that we are considering. Please stay tuned for further updates.

    Thanks! 
    darkknight
    Expert ⭐️
    December 18, 2015
    This is a big need for us as well, but I am curious about a few things:
     
    - Would this give end users the ability to edit the reports created by Ops teams? There needs to be  a way to abstract the Admin-created reports so that the end users can't mess with them.
    - How would you expect to organize and manage the volume of reports that will create from an operations perspective?  It's already a bit cumbersome searching through the reports as it is without opening the floodgates to end users to create their own.  
    - It seems a bit clunky to have end users be able to create their own reports, but have no dashboard to organize them.  Similar to the way that the Customers tab has a default "My Customers" view, under the Gainsight tab there should be a "My Dashboard" view which includes the ability to attach reports that the end user created.
    Jeff Kirkpatrick
    zach_davis
    Helper ⭐️
    August 17, 2017
    Do we have an update on this? Are there plans to create functionality for non-admin users to create their own reports/dashboards?
    don_lee
    Contributor ⭐️
    September 26, 2017
    Is this functionality still available?  The link to the support article is broken.
    dstokowski
    Gainsight Employee ⭐️⭐️
    September 26, 2017
    don_lee
    Contributor ⭐️
    September 27, 2017
    Thanks, Denise.  Are there any other admin permissions that work this way today?  e.g. dashboards, views, CTAs etc ...
    dstokowski
    Gainsight Employee ⭐️⭐️
    September 28, 2017
    We do allow for special permissions to be granted for Playbooks, Copilot and for Surveys so that those can be built and managed by someone who might not be the main Gainsight Administrator.

    Also we have heard from a number of customers on reports and dashboards - but have not heard too much around CTAs or other GS features.  Can you share some other use cases you are wondering about?
    melissa_i_959be6
    Contributor ⭐️⭐️⭐️⭐️⭐️
    October 24, 2017
    Is there any update regarding Jeff's point of keeping admin created reports behind some sort of wall?  While I understand we can give anyone access to Report Builder, we aren't even going to consider it until we can ensure they can't accidentally edit/delete reports we've created for dashboards, 360s, etc...