We have reports built off of the same Field, but looking at different health groups of customers & it would be helpful if this could be reflected also in colors of the reports so that let's say Engaged customers are in green vs Caution customers are in orange....
From there you can add an object and assign values and colors. We've only really applied this to Scorecard results and some basic labels. Good luck! Please post your results or challenges.
As Keith mentioned, there are tools to set custom colors based on the object and fields. More info can be found here: https://support.gainsight.com/Reports_and_Dashboards/Admin_Guides/Color_Settings_in_Reports_How_it_Works
For example, we have custom fields to indicate “health” per product. I want to apply the same custom color palette because the fields share the same drop options. The current setup I have to have a mapping for each field, which makes the admin cumbersome to create and maintain in the future if there any changes needed
That use case makes sense@andreammelde .
For example, we have custom fields to indicate “health” per product. I want to apply the same custom color palette because the fields share the same drop options. The current setup I have to have a mapping for each field, which makes the admin cumbersome to create and maintain in the future if there any changes needed
There are already some provisions on this line@andreammelde
For health scores, you need to only define colors once and they flow through to reporting (unless you override them). Same with dropdown lists.
With Horizon Analytics we are doing one small change which can help here. Any colors you define will propagate through lookups. For example you modified colors for a field in User Object, that color will be honored even if you are building a report on Company Object.