Quick Tips: Configure Report Builder Drill Down (video)
Userlevel 7
+5
In this 3-minute video, Karl Rumelhart, Gainsight's Chief Product Officer shows us how to configure the report drill down view and other report building options.
Thanks Lila - I have used this feature a lot and it's been really valuable to us.
I just wish there was a better way to update the drill down fields on multiple reports at a time. For instance, I have configured 20 reports for a dashboard, and then I get a request for adding a field to the drill down for all of them!
Moving forward, I'll be sure to get the drill down fields ahead of time, but that's not always possible:)
I just wish there was a better way to update the drill down fields on multiple reports at a time. For instance, I have configured 20 reports for a dashboard, and then I get a request for adding a field to the drill down for all of them!
Moving forward, I'll be sure to get the drill down fields ahead of time, but that's not always possible:)
Userlevel 7
+5
Hi Kate, A couple questions for you... I'm guessing the global filters option in the dashboard builder doesn't help you here? Also, have you already entered this as a feature suggestion on the Community?
Thanks for your feedback!
Thanks for your feedback!
Thanks Lila - no, the drill down fields wouldn't be affected by Global Filters. I'll add it as a suggestion! Thanks!
Hey Lila,
This currently only works for SFDC objects, and I think we need to add a disclaimer that this will not work for MDA.
Thanks,
Chris
This currently only works for SFDC objects, and I think we need to add a disclaimer that this will not work for MDA.
Thanks,
Chris
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