Scorecard 2.0 Mass Edit Report only pulls in first 100 lines

Related products:CS Reports

Forum|Forum|9 years ago
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?

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angela_cravens_1684d3

Contributor ⭐️

I completely agree! What is the value of having all of the logic for scorecard measures if we as Management and users can't see or sort by health score color based on next renewal date and or ARR from greatest to least? This is not highlighting some of the key selling points of Gainsight in a favorable manner.

dan_ahrens

Expert ⭐️⭐️⭐️

HI folks, a quick update on this. We recognize that this functionality (search and sort) is pretty important for this report.

Our engineering team is working on both of these and the goal is to have the search (aka filtering) completed before the Winter release and updated via a patch release. Sorting is a bit more technically challenging and is being targeted for our Winter release (if possible sooner, we will try to do that).

VP of Customer Success at Forcepoint

elaine_cleary

Helper ⭐️⭐️

Hi Product Team - Any update on when "search/filtering" and "sorting" for the Scorecard mass edit view will be designed to work beyond the first 100 records?

aditya_marla

Helper ⭐️⭐️⭐️

Hi Elaine,

"Search" in the Mass Edit Report will now work on the entire dataset (there were some issues with this, which have been fixed with the latest patch).

matthew_lind

VIP ⭐️⭐️⭐️⭐️⭐️

I can confirm with Aditya that the ability to Search / Filter works well with Scorecard Mass Edit. That is, if you enter criteria in the column headers, the Scorecard Mass Edit returns ALL records that match your criteria, even those beyond the first 100.

I believe Sort still has a limitation though, and is restricted to the 100 records 'in view'

Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?

elaine_cleary

Helper ⭐️⭐️

Thanks for the update @Aditya and the confirmation on searching @Matt. @Aditya, could you please share an update on when we expect to have the sorting problem resolved? Thanks again!

dan_ahrens

Expert ⭐️⭐️⭐️

One point I'd like to call attention to is that in most use cases when there is a need to look at a subset of records, often there is both some filtering done and some sorting done. When working with local data sets (like in Excel), there is no performance difference whether you filter first or sort first.

But...when working with client server data sets, it's going to be better to filter first and then sort (so you're only pulling the data that is relevant).

So in the use case for this report (and with respect to the current limitation on sort), it is recommended to filter the data set as much as you can first.

VP of Customer Success at Forcepoint

elaine_cleary

Helper ⭐️⭐️

Thanks for the tips, Dan. In a lot of cases, the filtering won't get you to less then 100 rows so unfortunately resolving the sorting problem is still top of mind for customers. @Aditya, could you please share an update on when we expect to have the sorting problem resolved? Thanks again!