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samantha_braastad
Contributor ⭐️⭐️⭐️⭐️⭐️
April 24, 2017
Released

Scorecard 2.0 Mass Edit Report only pulls in first 100 lines

Related products:CS Reports
  • April 24, 2017
  • 30 replies
  • 277 views
We are currently working to build reports on Scorecard 2.0 for the long tail of our customers (25,000+). The hope was to do this using the "mass edit" report type which would allow for our 1:Many CSM's to filter various columns in the reports to identify trends. However, it appears that only the first 100 rows are being pulled into the report and being applied when filtering. 

Is this a bug? Or is this a limitation that will be addressed in the near future? 

30 replies

abhishek_sivaraman
Helper ⭐️⭐️⭐️
April 24, 2017
Hi Samantha,

This looks like a bug and not intended behaviour. Could you please raise a support ticket for the same? We would have to dig deep to understand better.

Thanks
Abhishek S
kevin_ly
Helper ⭐️
April 25, 2017
Hey Abhishek, through the support process this was considered expected behavior and therefore a limitation. 

This post is now more of a enhancement request vs issue.

To Add, I will also say we it probably a good idea for the application to have this, seems unrealistic to short each page, when you want to see all read accounts.
samantha_braastad
Contributor ⭐️⭐️⭐️⭐️⭐️
April 25, 2017
To add some additional context, this inability for Scorecard 2.0 'Mass Edit' report to allow for use to filter and sort across the entire database is a limitation for our CSM's managing the long tail of our customers. This behavior is different than UI Views which allowed filtering to be applied across the scorecard.
samantha_braastad
Contributor ⭐️⭐️⭐️⭐️⭐️
August 3, 2017
Any update on this?
kevin_ly
Helper ⭐️
August 11, 2017
I have gotten another ticket that hits on this issue as well.
garrison_young
Contributor ⭐️⭐️
September 18, 2017
I have also submitted a ticket regarding this behavior.

We
want to sort primarily by $ACV, but when we do, it only sorts the ACV of the
first 100 records according to the alphabet, so we see the ACV sort for
customers A-B which is not an accurate sort by ACV of the desired customer segment if
there are more than 100 records.
brittany
Contributor ⭐️⭐️⭐️⭐️⭐️
September 18, 2017
Same issue here. For our 1 to Many CSM's the mass edit view is essentially useless.
matthew_lind
VIP ⭐️⭐️⭐️⭐️⭐️
October 2, 2017
I'm joining the chorus of those who have filed a Support ticket that this is a bug.

It caused us confusion when building and using the Scorecard Mass Edit table, and runs counter to the way every other Report / Dashboard functions in Gainsight, where we experience the desired behavior of ALL records being sorted rather than just the first 100 in view.

The purpose of a sort is to find the customers that are highest or lowest on some particular metric of interest. Limiting that "scope of sort" to the 100 records that happen to be in view is misleading, at best, and results in bad business decisions, at worst.
Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?
sai_ram
Expert ⭐️⭐️
October 13, 2017
Hi Everyone, sorry for the confusion, Abhishek was referring to a different bug on search functionality.
Since the above discussion is referring to sort functionality this is not a bug.Below is the exact behavior of 
Scorecard 2.0 Mass Edit Report.

Sorting: Technically this is called Client-side sorting. Yes, this works on first 100 lines only.

Searching/Filtering: Technically this is called Server-side searching.This will search on whole data set. 

We have this in our road-map to make sorting & searching work on the whole data set.ETA is not available currently .
mindy
Helper ⭐️
November 3, 2017
We are having the same issue.  Since the scorecard UI view does not load scorecard 2.0 data we had to create a report/dashboard for CSMs to see and compare their accounts' scores.  Because they can only sort 100 records at a time the report is basically useless for some of our CSMs that have 500+ accounts.  Those CSMs need to dowload as a csv and then sort (annoying) or I may possibly push the data to SFDC so we can recreate the report there (also annoying).

We just invested a lot of effort into recalculating our scorecard measures and weights and converting to scorecard 2.0 so to encounter this now is really disappointing.