Color Configuration Settings
None
Hello Teams!
This is Logan from Support. I've recently come across a customer use case that surprised me to find we were not able to build at this time.
In Reports 2.0, we have a feature that allows for "Custom Colors" to be used in reports. But to effectively have your colors show in reports, you have to make sure that the Source Object in the "Color Configuration" area is the exact same as the Source Object in the Report that you're building.
https://gainsight.zendesk.com/attachments/token/1unqrmKSpHKqhG73Wc3n2Scqb/?name=Screen+Shot+2017-09-07+at+3.29.22+PM+%281%29.png
So in the above configuration, these fields will only show their configured colors if the report is built off of the Scoring Scheme Definition object. However, the Scoring Scheme Definition does not contain the desired fields to build a proper report.
https://gainsight.zendesk.com/attachments/token/wAwcoCWCagmtz5MIDONB907DI/?name=inline853332694.png
Company fields cannot be called into a report when built off of Scoring Scheme Definition.
It would be beneficial if our Color Configuration was for these fields no matter how they were pulled into the report. So Scoring Scheme Definition fields would still reflect their custom colors even when pulled into a report built off of the Company Object.
https://gainsight.zendesk.com/attachments/token/R0Hul5xhkz7T6vcrXCKAnANJf/?name=inline515476574.png
https://gainsight.zendesk.com/attachments/token/aYeflIvTmdwcXdoesaCdpRCBu/?name=inline263850903.png
Thanks for the consideration! Also, if there's configurational changes that I'm unaware of that would help our customer achieve their desired results, please let us know!
Take care,
Logan Thome
This is Logan from Support. I've recently come across a customer use case that surprised me to find we were not able to build at this time.
In Reports 2.0, we have a feature that allows for "Custom Colors" to be used in reports. But to effectively have your colors show in reports, you have to make sure that the Source Object in the "Color Configuration" area is the exact same as the Source Object in the Report that you're building.
https://gainsight.zendesk.com/attachments/token/1unqrmKSpHKqhG73Wc3n2Scqb/?name=Screen+Shot+2017-09-07+at+3.29.22+PM+%281%29.png
So in the above configuration, these fields will only show their configured colors if the report is built off of the Scoring Scheme Definition object. However, the Scoring Scheme Definition does not contain the desired fields to build a proper report.
https://gainsight.zendesk.com/attachments/token/wAwcoCWCagmtz5MIDONB907DI/?name=inline853332694.png
Company fields cannot be called into a report when built off of Scoring Scheme Definition.
It would be beneficial if our Color Configuration was for these fields no matter how they were pulled into the report. So Scoring Scheme Definition fields would still reflect their custom colors even when pulled into a report built off of the Company Object.
https://gainsight.zendesk.com/attachments/token/R0Hul5xhkz7T6vcrXCKAnANJf/?name=inline515476574.png
https://gainsight.zendesk.com/attachments/token/aYeflIvTmdwcXdoesaCdpRCBu/?name=inline263850903.png
Thanks for the consideration! Also, if there's configurational changes that I'm unaware of that would help our customer achieve their desired results, please let us know!
Take care,
Logan Thome
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Ideally it would be great to have the ability to define custom colors on the objects/fields (as currently done) but also allow custom colors to be defined in any individual report (override the global color for that object/field in a single report).
I was speaking with a customer today who was also looking to be able to define custom colors at the report level. I totally agree this would be a nice feature, any idea if this is on the roadmap?
https://support.gainsight.com/Reports_and_Dashboards/Admin_Guides/Color_Settings_in_Reports_How_it_Works
Thanks,
Mark
Checking in here for an update? Will the restrictions be lifted for selecting custom colors based on values in the report in a target Lookup field if that field has been configured for custom colors?