Set Display Name for Reports in Dashboard

Related products:CS Dashboards

Forum|Forum|6 years ago
June 1, 2020
21 replies
389 views

We have a number of different dashboards which ultimately have the same types of reports on them, but for different filters. I’d like to have the names of the reports which are shown on these dashboards as simple as possible, e.g. “Customer List”, “By Health”, “By Stage” but I cannot save multiple reports with the same name (to satisfy each dashboard view) so have to instead add extra information which is not needed in the dashboard view (as that’s implored via the dashboard name itself), and can often mean that the names for widgets are cut off due to the length.

Ideally would be able to set a different display name for the report on the dashboard itself.

Show previous replies

spencer_engel

Expert ⭐️

+1 from the UKG team

J

jamieP

Contributor ⭐️⭐️

+1 we also need to have alternative name display for dashboard reports, so that our naming convention is not shown to end users (that wont make sense to them).

eg. a report name might be: Prod, Global Opporuntity, CFQ, Won, Widget, V1

however in the dashboard we just want “Opps Won this QTR”

cnichols

Helper ⭐️

+1

@asmith @jparker @Lee Peterson

john.cowles

Helper ⭐️

+1

This is very annoying that we can’t make really nice looking dashboards because we have to add prefixes and such to reports to give them a unique name. For example, we have a dashboard for US and another one for EMEA. Both have reports for ARR, customer account, etc.. We are forced to have names in our dashboard like “EMEA - ARR” and “EMEA - Customer Count”. It would look so much cleaner if we had “ARR” and “Customer Count” as the KPI labels.

anirbandutta

Expert ⭐️

Hi @rakesh do we have an updated plan with this item?

It's an opportunity for engagement

S

Shefali DSouza

Contributor ⭐️⭐️

Any update on this?

john.cowles

Helper ⭐️

Any update here?

jenlpro

Helper ⭐️

Running into this problem constantly, and the more we utilize dashboards for different use cases, the more it comes up.

Would love to create one report called something like “Customers with Key Touchpoint Information” and name it differently on different dashboards depending on the filters used. This is pretty common functionality across reporting tools, so would loooove for this to be prioritized 🤞🏻 Will be a huge impact for both admins & for end users.