Dynamic dashboard reports
CS Reports & Dashboards
Working with a customer we found that reports are not dynamically updated in dashboard after making changes to the report itself.
If there is a global filter present in that report and the report is impacted by any global filter then we don't show the option to "clear settings/filters" so the only fix would be to remove and readd the report.
This is due to user state preservation.
I think a better solution would be to have the reports dynamically update the dashboard or have the option to upon changes.
If there is a global filter present in that report and the report is impacted by any global filter then we don't show the option to "clear settings/filters" so the only fix would be to remove and readd the report.
This is due to user state preservation.
I think a better solution would be to have the reports dynamically update the dashboard or have the option to upon changes.
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This is not an optimal experience Gainsight.
If dynamic updates aren't in the short-term roadmap, a simple "refresh" button would be a nice improvement over the current process.
I have a very small misconfigured filter inside one report (yep...it was my mistake) with one typo in one filter. The repair of disassembling global filters, removing the report, re-adding the repaired report, and re-assembling the global filters seems like tearing apart the kitchen to fix a one drippy faucet.
We understand that this is too much effort for a simple change. Thanks for voicing it out! There are some limitations on our side which stop us providing the ideal experience here.
Nevertheless, I would like to understand one specific point in this context:
Assume a report has both Report Filter and a Global Filter(say region set to Europe)
If hypothetically there were a way to force the update and upon clicking that hypothetical button, the value which the user changed in the Report Filter (in the dashboard) will be reverted to the value you configured (in report builder). If the user had previously modified the value in the global filter from Europe to North America, still he will not see the exact report you just configured!
Would that not cause confusion? Will you expect this behavior?
Locking the filter is another potential workaround, will that work for you?
I just got off of ANOTHER phone call with a manager, on a related issue. This time I replaced reports on the dashboard, but her dashboard wasn't showing ANY data on those reports until I had her reset her Global Filters.
These need to be dynamic.
@rakesh I realize this is an enhancement request, but it's a massive pain to our end users, not to mention for me.
This is one step in the direction of making user state preservation more ideal for more customers!
Within the past few weeks I've noticed more people complaining about the number of times they are having to use that when simple change is made to a report. And when you're updating 20+ reports because of a change, and then telling the users to use that setting on each report...they aren't happy.
Just wanting to know if there is any headway creating a global "Clear Settings/Filters" option.
Along these lines, has anyone had dashboard widgets throw errors if user has not cleared/reset global filters after a change to the underlying report? This error resolved after the user cleared and re-added global filters (no changes made in dashboard administration), but this is definitely not an ideal experience.