"Group" Filters / Reset Filters for Dashboards
CS Reports & Dashboards
Since only admins can build dashboards, the idea here is to have "Grouped" filters that can be applied and have users to apply/modify the filters within this filter group to reduce information accordingly.
However, as a manager may want to filter down to individuals or different accounts etc. If they need to do that on a regular basis it can become a bit tedious. Therefore, If users could just use "Grouped", or Saved, filters under a certain Group Name and call them whenever needed this would come handy. Along these same lines, a general reset-all-filters-to-default for a given dashboard would be useful as well to start from scratch.
Thanks!
However, as a manager may want to filter down to individuals or different accounts etc. If they need to do that on a regular basis it can become a bit tedious. Therefore, If users could just use "Grouped", or Saved, filters under a certain Group Name and call them whenever needed this would come handy. Along these same lines, a general reset-all-filters-to-default for a given dashboard would be useful as well to start from scratch.
Thanks!
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
The basic idea is to being able to save filters that have been applied for later use. Ideally if I filter for something specific I could save that filter setting under a name and reset the filter to default afterwards. Later when I need the same filter settings again I could just load them from somewhere.
By that users could create sort of their own dashboards from a generic view. I can imaging that for managers this is quite useful to drill down to activities of individuals or accounts.
Best regards,
Justin
Here's a specific example. We have a Support dashboard that shows open tickets by stage, status, product, priority, age, etc. in a variety of widgets, graphs and tables. The information is great, but if you are one of many people managing those tickets, it can be distracting to your individual productivity. For individuals to become truly productive they need to see THEIR tickets by stage, status, product, etc.
We can "kind of" do this today by enabling dashboard wide filters and teaching each individual how to manipulate them, but we all agree that Admins and/or individuals should have the ability to create pre-canned sets of filters that could be reused and shared for quick retrieval.
Thanks Josh and Justin for writing this as a request. It definitely has our vote for a useful enhancement!