As it currently stands, we are unable to apply an in-line filter for a drop-down field in Mass Edit Reports.
I am requesting on behalf of my customer that we add this feature as it would be a great tool to have for our users to be able to quickly sort their data on the dashboard.
Example below:
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.
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
thanks Brayden for posting.
Yes- having the ability to have an inline filter for mass edit report would be key. The workaround is to create a global filtered targeting the column that is unfilterable. Somewhat clunky user experience.
Please add inline filter/search support to Picklist and Multipicklist fields on Mass Edit Scorecard Widget reports.
We use a Scorecard Widget ‘Mass Edit’ report to show each CSM’s entire book of accounts with a host of important information including customer journey stages, pricing model, billing status, and of course health score.
Agreed here - this would be incredibly useful.
We’ve created a Scorecard Widget report to show a specific health measure alongside other information like stage of the customer for our ETeam meetings, but the inability to filter makes it a clunky experience (and importantly not a great look in front of our other executives).