Dashboard Subscriptions for Dashboards with Filters
CS Reports & Dashboards
We are loving the new subscriptions for dashboards! However, we have several dashboards set up with filters at the dashboard level, and those don't appear to carry over to the subscription email. For instance, we have a dashboard for Sales Cost Center so that you can filter the dashboard to the sales cost center you want to see the data for. The subscription sends you all the dashboard data and doesn't allow you to apply the filter. Could that be something that's added?
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 E-mail address. We'll send you an e-mail with instructions to reset your password.
Could you explain how this works? I don't see an option to add the filter info to the subscription.
Thanks!
Thanks for the clarification. That makes sense, but doesn't work for our purposes. So, for example, we have 4 Success Leaders. Ideally, I'd like to create one dashboard, and then, use the filters to email them each the details for their teams. It sounds like the subscription will send based off of what the filters are at the moment, correct?
So, my idea would be to have the filter pull over to the subscription set up page, and have the ability to set it there for the subscription.
We have a "CSM Reports to Me" field with a formula that does a lookup to the CSM's reporting hierarchy, so even if a manager 2 levels above the CSM pulls up the dashboard it will only reflect the CSMs that fall into her reporting structure.
When we email the dashboard, that filter needs to be carried through so that she only receives the data for CSMs that report up to her.
Do you happen to have an ETA on this? My leaders are eager to their dashboards pushed to them. 🙂
Any insight into where this is on the roadmap? It would be great to be able to send filtered dashboards via CoPilot.
Thanks!
We’ve created a dashboard that our management teams would like to have emailed to them weekly, with the filters on the dashboard set to only show their teams data. According to this thread, it’s not available, so we may need to create 6 separate versions of the dashboard if we want to be able to email it out. This is not preferable given that we don’t want to have to maintain 6 versions of the dashboard. Do we have any updates on whether the option to apply a filter for each recipient will be available?