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samantha_braastad
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

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    jackie_galvan
    jackie_galvan
    Contributor ⭐️⭐️
    May 22, 2018
    Also wondering if there is an update to share. 
    joe_difilippo
    joe_difilippo
    Contributor ⭐️⭐️⭐️⭐️
    May 29, 2018
    Is there any update on this?
      andy_roy
      andy_roy
      Helper ⭐️
      May 30, 2018
      We've had what sounds like the same issue when viewing the "Standard View" in the Scorecards tab.  Attempts to filter a column yield no results if the values chosen aren't within the 100 records currently displayed.  Definitely a pain point, removing the utility this list originally provided.  Updates would be welcome!  
        kraig
        kraig
        Contributor ⭐️⭐️⭐️⭐️⭐️
        June 21, 2018
        Hi, our team was referred to this issue by the Gainsight Support team because we need the Scorecard dashboard filters to return results for more than one screen at a time.  I thought it used to return all results, but I was told it does not.  I hope to see this resolved soon, as we rely on that screen to slice and dice health scores across Segments, Industries, Account Owners, etc.
        ben_daniels
        ben_daniels
        Contributor ⭐️⭐️⭐️
        July 26, 2018
        I was excited to move to scorecards 2.0, but now after trying to replicate our scorecard UI views using the mass edit report builder, I wish we hadn't migrated. I agree with the above poster that this report is essentially useless without the ability to sort across our entire base.

        We need to be able to see reds and yellows holistically across the entire customer base, not 100 customers at a time. This breaks several of our dashboards that we use in our at-risk meetings and I will have to try and figure out some kind of work around until the winter release. If there's anything product can do to prioritize this we'd appreciate it. We're at a critical point in our organization's adoption of Gainsight, and this is going to be a tough one to explain to managers and executives. Moving to scorecards 2.0 should come with a huge disclaimer that you'll no longer be able to utilize UI views and thus, not be able to sort your dashboards by scorecard color. 

        Thank you for your consideration.
          ben_daniels
          ben_daniels
          Contributor ⭐️⭐️⭐️
          July 26, 2018
          @Dan, great recommendation, but sadly it doesn't look like we can filter by measure. For example some of our measures are mostly NA values (NPS for example, if they haven't returned a survey we display an NA instead of green). I'd like to be able to filter where that specific scorecard =/= NA so I can only pull in the relevant data. 
          kraig
          kraig
          Contributor ⭐️⭐️⭐️⭐️⭐️
          July 30, 2018
          Filtering is a semi-workaround to this limitation, but our users find it inconvenient and cumbersome compared to using the top level column search fields.  Thus, most of them don't bother using the Health scoring view, and if they do they end up exporting the data to excel to manipulate it there.

          Our ask is that the column search fields return results across ALL customers, even if the display output needs to be tabulated into pages of 100.  There is simply too much confusion around how to use this critical Gainsight view.  Any roadmap updates on this front would be much appreciated.
          christina_diaz
          christina_diaz
          Contributor ⭐️
          September 17, 2018
          We are having the same issues with the inability to sort and filter all records in the UI View Scorecard dashboards. We recently gave a demo of our Summary View scorecard dashboard to our E-team. Our CEO referred to the process of filtering and sorting as "clunky" and "nonsensical". Definitely not the feedback I was hoping for. We are still using Scorecards 1.0 since 2.0 seems to be raising issues for some that have made the conversion. Hope to see an update soon. 

          Also, is there a reason the UI view reports can't just be continuous scroll versus multiple pages you have to click through? Seems like the simplest solution to the problem is the ability to continuously scroll down through the data like in other types of reports. 
          aditya_marla
          aditya_marla
          Helper ⭐️⭐️⭐️
          September 18, 2018
          Hi All,

          Apologies for the delayed reply. There are some limitations in the searching & sorting functionality (of the mass edit report) because of the way in which scorecard data is stored.
          We are actively working on fixing this issue in the Mass Edit Report and are trying to make this functionality available within the next couple of releases.
          aditya_marla
          aditya_marla
          Helper ⭐️⭐️⭐️
          September 19, 2018
          Hi All,

          Apologies of the delayed response. Due to the way in which scorecard data is stored in the Fact object, we were not able to support some of the sorting & filtering functionalities in the Mass Edit report.
          We are actively working on providing these capabilities [i](i.e ability to filter on measures data in the mass edit report & make sorting work on the entire data set vs only the 100 records visible) and are trying to make these available within the next couple of releases
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