Option to Reset a Report Filter

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  • Idea
  • Updated 4 weeks ago
I encourage my CSMs to take advantage of being able to filter the reports on their dashboards by themselves. They will use them to change the date range, or view different data from any individual report. The problem is that there doesn't seem to be a way to then reset these reports back to the way they were originally created. The CSMs don't always know what the original filters were and end up getting stuck with reports that don't give them as much information.

The filters seem to persist even with a page reset or after multiple days. It would be nice if there was a reset button on an individual graph like exists for a global filter.
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Dallis King

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Posted 1 month ago

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Sagan Sherlin

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Hi Dallis!  This is a great request!  There are a couple of similar post already that have gotten some traction, like those one:

https://community.gainsight.com/gainsight/topics/be-able-to-reset-dashboard-reports-that-have-global...

I know personally, I would LOVE this feature.  I create a lot of the Dashboards for the Company and times people mess with the Global Filters as well as the additional filters inside of each report container - and well, it's sometimes entertaining to see just how far off they get from the original settings.

+1
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Rakesh, Employee

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Hi Dallis,

There is such a button!
Option to reset the state of an individual report to admin created state is already present. It is called Clear Settings/Filters and is present for each report. Find it in the pic below



Also, the feature to persist the end user state (Filters & Visualization) is called User State Preservation.
(Edited)
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Dallis King

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Hi Rakesh,

It seems to only exist for reports on dashboards that do not have a global filter. Nearly every dashboards my CSMs use have global filters on them - that's really where I need this option.

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Rakesh, Employee

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You're right! Clear Settings/Filters is currently only applicable for dashboard without Global Filters. The link shared by Sagan Sherlin has some thoughts on this topic. 

I chimed in since after reading the question, the context of dashboard with global filters wasn't as evident. 
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Sagan Sherlin

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I was like wait - I don't have that button!  I want that button! Haha, thanks Rakesh!