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New Idea

Allow an option to refresh Insight when changes are made to the Report from Report Builder

Related products:None
  • May 14, 2019
  • 1 reply
  • 17 views
shannon
  • shannon
    shannon

john_apple
When you create an Insight under Quick Insights, you link to a report from Report Builder. If you make changes to that report in Report Builder, the Quick Insight is not updated. In order to incorporate changes, a new Insight has to be built.



As an admin, I'd like to be able to change display names of Show Fields, change/add Show Fields, or other attributes and have those updated on the Insight without having to create a new Insight. If the report could sync to the Insight that would be helpful but at least a refresh button would save having to create a new Insight.


1 reply

shantan_reddy
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  • Gainsight Employee ⭐️
  • 210 replies
  • June 6, 2019
Hi John,



We do plan on making changes to qick insights so that any changes to the report are automatically carried onver in quick insights.



We cannot promise you a timeline for it yet, but it is something we have taken note of, and will be available in the future.



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