Gainsight Dashboards: Need ability to add multiple entries in the same free-text Filter (similar to how SFDC reporting works)
CS Reports & Dashboards
In Salesforce reporting, if I want to filter on a field that is not a "picklist," I am able to enter multiple options in the same Filter sequence, i.e.
"SuperRegion" is equal to "NA, EMEA, LATAM, APAC"
In Gainsight I have to enter separate filters, i.e.
"SuperRegion" is equal to "NA"
OR
"SuperRegion" is equal to "EMEA"
OR
"SuperRegion" is equal to "LATAM"
OR
"SuperRegion" is equal to "APAC"
This adds complexity to the building of reports. The filter should have the logic to be able to identify that if I have a comma separated list to treat them as separate entries, that way if I want to filter, for example on any account that falls under the SuperRegion NA or LATAM I can just enter:
"SuperRegion" is equal to "NA, LATAM"
This would also give users the flexibility, when accessing the filter from the Dashboard, to be able to add multiple entries or a single entry in the field upon which to sort.
"SuperRegion" is equal to "NA, EMEA, LATAM, APAC"
In Gainsight I have to enter separate filters, i.e.
"SuperRegion" is equal to "NA"
OR
"SuperRegion" is equal to "EMEA"
OR
"SuperRegion" is equal to "LATAM"
OR
"SuperRegion" is equal to "APAC"
This adds complexity to the building of reports. The filter should have the logic to be able to identify that if I have a comma separated list to treat them as separate entries, that way if I want to filter, for example on any account that falls under the SuperRegion NA or LATAM I can just enter:
"SuperRegion" is equal to "NA, LATAM"
This would also give users the flexibility, when accessing the filter from the Dashboard, to be able to add multiple entries or a single entry in the field upon which to sort.
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I have been given workarounds of writing a formula for the hierarchy of the user object but that won't work since SF is not our system of record that information.
This is causing me great pain when working in the Rules Engine as well - especially when it comes to setting up Actions. Due to this discrepancy with Salesforce logic, I need to create 5 actions to monitor the same thing - If I were able to have commas in the criteria field, I would only have to create 1 action.
For example, I want to monitor customers with the Customer Lifetime in Weeks at weeks, 5, 10, 15, 20, 25, 30. This is to keep an eye on customers in the early days. Unfortunately I need to create 6 actions to monitor this. It's a huge time waster to maintain these types of rules.
Any indication of product roadmap inclusion?
Our CS team has grown rapidly over the last few months. While building out certain reports, I need to add all our CSMs to pull out relevant data. SFDC allows comma to act as the "or" operator which makes adding in names easier as compared to Gainsight where each name has to be put in a new filter. Are there any plans to get similar functionality in GS anytime soon? Might be a small thing but can definitely make the platform more Admin friendly