Ability to select a widget and have a report with the data revealed
CS Reports & Dashboards
This is a huge issue for us as we need the ability to select the widget within a dashboard and it pop up with a report that provides that
information. Unfortunately today, we have to use our dashboard space
and create a widget and a report (details of the widget number) instead of the system showing the
report when the widget is selected.
information. Unfortunately today, we have to use our dashboard space
and create a widget and a report (details of the widget number) instead of the system showing the
report when the widget is selected.
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It sounds like maybe what you're asking for is to allow the widget to be linked to a second report that has more detail than the widget report. Is that a fair guess?
A widget view that might look like this:
Is driven by this report:
So as you can see, there are no details to drill into, just a single number.
If we wanted to get more detail, you'd have to build a different report to show the drill in detail that you're looking for.
Is this in line with what you were thinking?
Thanks for bringing this up. This is now on our long-term roadmap. I'll update this post with an ETA once that is available.
Next step would be linking to a separate report(s). So, we can see Total ARR in the widget. When I click on it, I can choose a more detailed summary of say, Total ARR by Customer Segment or Total ARR by CSM.
We have recently shipped drill down enhancement for widget reports! Can you confirm if this solves your use case?