Dashboard Permissions and Views: Auto-Filter based on logged-in CSM

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  • Updated 2 weeks ago
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Good Morning-

I'm attempting to set up dashboards and reports that will auto-filter based on who is logged in to Gainsight.

My idea is that we have one CSM-level dashboard that works for every CSM that logs in.

i.e.:

If Alex is logged in, then Alex sees the standard CSM dashboards that are filtered for Alex's accounts on an individual level.  

OR

If Angie is logged in, then Angie sees the standard CSM dashboards that are filtered for Angie's accounts on an individual level

etc.

I would like to avoid having to build individual reports/dashboards for every CSM that we have.

Is that possible?

Thanks!

-Jim
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James Whitehead

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Posted 3 weeks ago

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Jeff Kirkpatrick, Champion

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Venkateswara Reddy Kasireddy, Official Rep

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Hi Jim,

Especially what you are looking for is "Current User" option for the user(CSM) filter, which automatically filters the reports / dashboard for the currently logged in user.

Thanks
Venky
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Sai Ram Pulluri, Official Rep

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Hi James, Hope your query is answered! Let us know if you need any help here.