Parity with Scorecard Mass Edit and Regular Reports
If Gainsight is going to insist on sticking scorecard mass edit and habits reports in its own little corner of the product separate from Report Builder, then the least we can ask for is consistency and parity between the two. Right now we don’t have anything close to that. Some examples:
- Most importantly for me, we can’t compare fields. This is crazy! I just want a Mass Edit report where I can show when the score label for a relationship differs from the company score label. Can’t do it; have to go to Horizon report builder for that, which means losing functionality that comes with Mass Edit reports (seeing comments, prettier UI, etc.).
- As pointed out in this community post, there is no “score modified by” lookup in Mass Edit.
- In Horizon rules, you can double click on a field, and it automatically goes to the show me. Not so in Mass Edit.
- Similar concept as no. 3, in Horizon rules you can drag a field to the filter section, and it brings up the filter screen automatically. Not so in Mass Edit.
I’m sure I’m missing other stuff too, so please add anything I missed in the comments. Thanks.