Can we support the Data designer objects in the Gainsight home filters


Can we support the Data designer objects in the Gainsight home filters.

@rakesh 


Hi Tej,

The challenge we have today is that Gainsight Home runs in the context of Company / Relationship. The filter doesn't require configuration and automatically work. But for a report built on Data Designer, we cannot have the company reference. Note: Its not enough to add ID field, we would need all the Company fields for filtering to work. 

 

The path forward for this gap is to enhance DD objects to have a lookup to Company / Relationships. This is in our roadmap but is a very technically heavy lift.`Alternative is currently an idea - i.e. enhance Gainsight Home filters to be configurable like Dashboard global filters. 


Hi Tej,

The challenge we have today is that Gainsight Home runs in the context of Company / Relationship. The filter doesn't require configuration and automatically work. But for a report built on Data Designer, we cannot have the company reference. Note: Its not enough to add ID field, we would need all the Company fields for filtering to work. 

 

The path forward for this gap is to enhance DD objects to have a lookup to Company / Relationships. This is in our roadmap but is a very technically heavy lift.`Alternative is currently an idea - i.e. enhance Gainsight Home filters to be configurable like Dashboard global filters. 

 

@rakesh thank you for detailed response! This is a major gap and impacts ability for the CSM team to fully adopt GS Home over Dashboards since several of their key reports are built off Data Designers. Any idea of when we could have a solution for this?


+1 to Kendra. I was just starting to implement GS Home and immediately found this gap. Thankful for this community post that helped me quickly understand the issue I was facing. 

I can still see reason for implementing GS Home, but there is a major key report our CSMs use daily that was built off of data designer.


There is definitely a GAP in Data Designer that you can’t designate a field as a Lookup, and therefore have to pull EVERY field you might need from that object rather than just setting up a link.  That being said, once you do this, such as identify the NAME of CSM, or CSM ID, you could point that filter to that field in the data designer, if you had the ability to configure the filter as you do in Global Filters in Dashboards today!


+1 to this for sure - there are some reports you cannot build without DD (or an external tool) so not having those reports on the table is a big loss. The only way to really use them is for static versions of the reports that are pre-filtered for your layout (meaning you may need to make a copy of the report specifically for GS Home), that then can’t be updated via the global filters.