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Non-admin users should have access to build, view, and edit reports

Related products:CS Reports

michelle_kim_b3975a
Similar to SFDC, users should be able to create reports ad-hoc and view existing reports. I'd also want to view reports WITHOUT having to include them in dashboards / 360. "Reports" should be a standalone top nav menu.

19 replies

dstokowski
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  • Gainsight Employee ⭐️⭐️
  • 533 replies
  • December 4, 2015
That is possible.  See the instructions here for how to add it as a tab outside of the Administration tab so that users can build their own reports (this does not include building their own dashboards/layouts)



https://support.gainsight.com/hc/en-us/articles/204276188-Grant-Permission-to-Create-Reports-2-0

michelle_kim_b3975a
Great. Thank you!

sumesh
  • Helper ⭐️⭐️
  • 256 replies
  • December 5, 2015
Michelle,



We are ideating the concept of permissions in report builder and allowing non-admin users to create reports is definitely a feature that we are considering. Please stay tuned for further updates.



Thanks! 

darkknight
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  • Expert ⭐️
  • 1978 replies
  • December 18, 2015
This is a big need for us as well, but I am curious about a few things:

 

- Would this give end users the ability to edit the reports created by Ops teams? There needs to be  a way to abstract the Admin-created reports so that the end users can't mess with them.

- How would you expect to organize and manage the volume of reports that will create from an operations perspective?  It's already a bit cumbersome searching through the reports as it is without opening the floodgates to end users to create their own.  

- It seems a bit clunky to have end users be able to create their own reports, but have no dashboard to organize them.  Similar to the way that the Customers tab has a default "My Customers" view, under the Gainsight tab there should be a "My Dashboard" view which includes the ability to attach reports that the end user created.

zach_davis
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  • Helper ⭐️
  • 77 replies
  • August 17, 2017
Do we have an update on this? Are there plans to create functionality for non-admin users to create their own reports/dashboards?

don_lee
  • Contributor ⭐️
  • 2 replies
  • September 26, 2017
Is this functionality still available?  The link to the support article is broken.

dstokowski
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  • Gainsight Employee ⭐️⭐️
  • 533 replies
  • September 26, 2017

don_lee
  • Contributor ⭐️
  • 2 replies
  • September 27, 2017
Thanks, Denise.  Are there any other admin permissions that work this way today?  e.g. dashboards, views, CTAs etc ...

dstokowski
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  • Gainsight Employee ⭐️⭐️
  • 533 replies
  • September 28, 2017
We do allow for special permissions to be granted for Playbooks, Copilot and for Surveys so that those can be built and managed by someone who might not be the main Gainsight Administrator.



Also we have heard from a number of customers on reports and dashboards - but have not heard too much around CTAs or other GS features.  Can you share some other use cases you are wondering about?

melissa_i_959be6
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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 91 replies
  • October 24, 2017
Is there any update regarding Jeff's point of keeping admin created reports behind some sort of wall?  While I understand we can give anyone access to Report Builder, we aren't even going to consider it until we can ensure they can't accidentally edit/delete reports we've created for dashboards, 360s, etc...

darkknight
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  • Expert ⭐️
  • 1978 replies
  • October 24, 2017
Maybe it needs to be split out into its own idea, though you would think this would have been a primary requirement. Anything that would allow End Users to inadvertently affect items that Admins developed should always have access controls built around them to protect the Admin configuration.

dstokowski
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  • Gainsight Employee ⭐️⭐️
  • 533 replies
  • October 24, 2017
We are currently working on adding permission to folders to allow you to protect who can read/write/create within those folders.  So that would be the way you would be able to protect the admin controlled and built reports and dashboards.  The plan is tentatively for our Winter '18 release (Feb).

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@dstokowski is this already a feature today to add permissions to folders to read/write edit reports? I would like to know how one can edit the reporting permissions and manage users’ reporting ability.

We have three categories of permissions in mind ideally that works for us.

  1. Run adhoc reports to export, meaning cannot save/store (read only/viewer license or custom limited access users)
  2. Edit reports in permitted folders (standard users)
  3. Create, Edit, Delete reports in permitted folders (standard users)

All this while keeping the current Admin permissions as a master permission set.


gunjanm
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  • Expert ⭐️
  • 523 replies
  • December 10, 2020

How would we tackle this in NXT? The big thing I’m worried about is permissions granted to reports that are being used in dashboards and C360 - wouldn’t want end users to be able to update those and mess things up. As far as I know, dashboard permissions can be set accordingly but report or report folder permissions cannot?

  
End Proctoring-
 

rakesh
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  • Lets put your data to work!
  • 835 replies
  • December 24, 2020

@gunjanm  we do not have granular permissions on reporting yet, but that's something we will work on.

 

Currently, as you pointed it out all or none. Meaning you can create a navigation bundle to assign access to Report Builder to CSM’s but you cannot control what they can and cannot do


gunjanm
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  • Expert ⭐️
  • 523 replies
  • December 24, 2020

@rakesh is it already on the roadmap? I would definitely love to provide access to end users without giving them the ability to break all other reporting with dependencies :) 

  
End Proctoring-
 

rakesh
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  • Lets put your data to work!
  • 835 replies
  • January 4, 2021

Yes @gunjanm this is on the roadmap


Azad
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  • Gainsight Employee ⭐️
  • 95 replies
  • August 3, 2022
Updated idea statusPlannedImplemented

Azad
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  • Gainsight Employee ⭐️
  • 95 replies
  • August 3, 2022

This is being rolled out and will be GA for everyone by mid august (Q2 2022) ! 

Look for emails and engagements to help you configure this quickly. 

 


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