Skip to main content
Question

1 dashboard - 3 "views" on 1 report? Where view=different filter settings?


vanessa_white
We are looking for the filter to enable the same report to be displayed in this dashboard BUT filtered by those elements we have identified. For example on the dashboard, I would like see "Trended Escalations > 3 days" filtered by Segmentation, Relationship, CSM Director, CSM, and Customer for this given report on this 1 given dashboard

2 replies

darkknight
Forum|alt.badge.img+4
  • Expert ⭐️
  • 1980 replies
  • March 27, 2018
If I understand what you are trying to do you can do this with Global dashboard filters. Add a separate global filter for each category. I have only done a maximum of two global filters on same dashboard but in theory should work. Of course if multiple of those filters are set at once you may end up omitting data from view due to the overlap of filters.

https://support.gainsight.com/Product...

dan_ahrens
Forum|alt.badge.img+2
  • Expert ⭐️⭐️⭐️
  • 1984 replies
  • March 27, 2018
Jeff is spot on here. With Global Filters you can specify which (one, many, or all) reports on the dashboard are filtered by that specific criteria.

See example below where the first report is not selected, but the second one is:

 

Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings