Dynamic dashboard reports

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  • Idea
  • Updated 1 month ago
Working with a customer we found that reports are not dynamically updated in dashboard after making changes to the report itself.

If there is a global filter present in that report and the report is impacted by any global filter then we don't show the option to "clear settings/filters" so the only fix would be to remove and readd the report. 

This is due to user state preservation.

I think a better solution would be to have the reports dynamically update the dashboard or have the option to upon changes.

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Cameron Wright, Employee

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Posted 2 months ago

  • 10
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Sagan Sherlin, Champion

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+ 1.  Until reading this, I thought I was doing something wrong.  I've had this issue for a while.  Create the Report/Dashboards requested.  Weeks go by - changes requested.  I have to remove the filters and the reports from the Dashboard.  Save - and then re-add it all back. 
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Faust Belarmino, Champion

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I think the dynamic change would be a much better experience! I JUST had to do this last week... I updated the report and told the CSM's that their dashboard is good to go... But then they told me they were still seeing the old results... Come to find I needed to remove and add the report again in the dashboard builder...
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Jeff Kirkpatrick, Champion

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This is not an optimal experience Gainsight.
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Calvin Multanen

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+1, this issue has begun popping up more frequently now that more people are using and viewing the dashboards we've set up.

If dynamic updates aren't in the short-term roadmap, a simple "refresh" button would be a nice improvement over the current process.