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jagadeesh_kumar_paidimarri
Helper ⭐️⭐️
September 14, 2021
New Idea

Support Mass edit reports in HA enabled org for 360 page configurations

  • September 14, 2021
  • 7 replies
  • 139 views

Hi Team,

 

Posting this request on customer’s behalf.

With HA enablement Mass edit reports are no longer supported to be added as related lists in 360 pages which makes it difficult to achieve certain use cases like below.

 

Use case:

The mass edit scorecard reports on the C360 give us a good visual of all the "child" accounts underneath the Parent using Account Hierarchy.

7 replies

Cornelia
Contributor ⭐️⭐️⭐️⭐️⭐️
September 15, 2021

Hi @jagadeesh_kumar_paidimarri, thank you for your post. Sending this across to the Product Manager to throw some light on the situation you mentioned here. 

Azad
Gainsight Employee ⭐️
Gainsight Employee ⭐️
September 29, 2021

@gopal_rao_kallepu  @shantan_reddy  - can you review the ask here since scorecards are removed from related list (reports ) 

PM- GS Home and Analytics
shantan_reddy
Gainsight Employee ⭐️
Gainsight Employee ⭐️
September 29, 2021

@jagadeesh_kumar_paidimarri Thanks for the post! You are correct, the new mass edit reports are not supported in related lists. We have added this enhancement to our backlog, and will make it available in the future.

 

Regards,

Shantan

Jef Vanlaer
Helper ⭐️⭐️⭐️
May 19, 2022

Additional use case: on a C360/R360 for a partner, we would like to provide an overview of the health scorecards for all customers related to this partner

shantan_reddy
Gainsight Employee ⭐️
Gainsight Employee ⭐️
May 19, 2022

@Jef Vanlaer So does this mean that in a partner C360, you want to view health scores for other companies?
In the new C360, we plan to only allow showing measure scores for relationships you have with the company or scores for the children of that company.

 

Regards,

Shantan

Jef Vanlaer
Helper ⭐️⭐️⭐️
May 20, 2022

@shantan_reddy That is what it means indeed, although in our case it would all be on the R360 (as we have multiple product lines). On the Partner R360, we want to add a mass edit report that shows the health of all customer Relationships for a specific product (different Relationship type). The customer Relationships have a GSID field that looks up to the partner R360.

Gainsight Employee ⭐️
July 5, 2022

Any news on adding this feature in the coming releases?