Skip to main content
spencer_engel
Expert ⭐️
March 19, 2024
Discovery

Parity with Scorecard Mass Edit and Regular Reports

Related products:CS Scorecards
  • March 19, 2024
  • 6 replies
  • 97 views

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: 

  1. 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.).
  2. As pointed out in this community post, there is no “score modified by” lookup in Mass Edit.
  3. In Horizon rules, you can double click on a field, and it automatically goes to the show me. Not so in Mass Edit.
  4. 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.

6 replies

ChiragJ
Gainsight Employee ⭐️
Gainsight Employee ⭐️
July 2, 2024
New Idea→Discovery
angela_domenichelli
Contributor ⭐️⭐️⭐️⭐️⭐️
August 5, 2024

I can’t seem to even create a mass edit report for a Relationship Scorecard, is this a true parity gap, or am I missing something?

 

I found it - it is its own drop-down when you first open the page.  Not intuitive.

Angela Domenichelli (She/Her/Hers)
ChiragJ
Gainsight Employee ⭐️
Gainsight Employee ⭐️
August 6, 2024

Noted @angela_domenichelli  We will try to look for improving this. Currently it is in lines with how the Scorecard Admin page is set for Company Vs Relationship. 

kstim
Helper ⭐️⭐️
August 6, 2024

There must be a reason why scorecard reports & configuration are separate from regular reports in the report builder but I’ve never known why. Do we know why this is the case?

ChiragJ
Gainsight Employee ⭐️
Gainsight Employee ⭐️
August 7, 2024

Hey @kstim ,Primary reason why Scorecard widgets are separate from other reports is, the Mass Edit and Habit reports/ widgets are generated from a collection of different objects rather than originating from a single source. Additionally, we apply further formatting on the user interface to display the score, distribution and present them in their current state for both the Mass Edit and Habits reports. For example, when reviewing the Mass Edit report, the selection of the active scorecard, its measures, scores, and scheme choices are derived from distinct sets of objects. Hope this helps !

kstim
Helper ⭐️⭐️
August 7, 2024

Thank you @ChiragJ!