Non-admin users should have access to build, view, and edit reports
CS Reports & Dashboards
Similar to SFDC, users should be able to create reports ad-hoc and view existing reports. I'd also want to view reports WITHOUT having to include them in dashboards / 360. "Reports" should be a standalone top nav menu.
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https://support.gainsight.com/hc/en-us/articles/204276188-Grant-Permission-to-Create-Reports-2-0
We are ideating the concept of permissions in report builder and allowing non-admin users to create reports is definitely a feature that we are considering. Please stay tuned for further updates.
Thanks!
- Would this give end users the ability to edit the reports created by Ops teams? There needs to be a way to abstract the Admin-created reports so that the end users can't mess with them.
- How would you expect to organize and manage the volume of reports that will create from an operations perspective? It's already a bit cumbersome searching through the reports as it is without opening the floodgates to end users to create their own.
- It seems a bit clunky to have end users be able to create their own reports, but have no dashboard to organize them. Similar to the way that the Customers tab has a default "My Customers" view, under the Gainsight tab there should be a "My Dashboard" view which includes the ability to attach reports that the end user created.
https://support.gainsight.com/Product_Documentation/Reports_and_Dashboards/Admin_Configuration/Grant_Permission_to_Create_Reports
Also we have heard from a number of customers on reports and dashboards - but have not heard too much around CTAs or other GS features. Can you share some other use cases you are wondering about?
We have three categories of permissions in mind ideally that works for us.
All this while keeping the current Admin permissions as a master permission set.
How would we tackle this in NXT? The big thing I’m worried about is permissions granted to reports that are being used in dashboards and C360 - wouldn’t want end users to be able to update those and mess things up. As far as I know, dashboard permissions can be set accordingly but report or report folder permissions cannot?
Currently, as you pointed it out all or none. Meaning you can create a navigation bundle to assign access to Report Builder to CSM’s but you cannot control what they can and cannot do
Yes@gunjanm this is on the roadmap
This is being rolled out and will be GA for everyone by mid august (Q2 2022) !
Look for emails and engagements to help you configure this quickly.