Gainsight Home Page - Reports created from Data Designers are of no use when applying filters

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Hello Team,

 

I see that the Reports created from Data Designers are of no use in Gainsight Home Page. First of all the Data Designers don’t have the ability to have lookups to other objects. Due to this the reports created from Data Designers aren’t obeying the filters which are being used in Gainsight Homepage. This limitation is significantly reducing the usage of Gainsight Home Page. I understand that there is a workaround available, which is creating an Object instead of a Data Designer. But, the lookup limitations of Data Designer is the root cause for not using the DDs as widely as the rules. Also, I don’t think this limitation is mentioned in Gainsight Homepage FAQs.

Hello @kumaranbcak, thank you for posting on Community and apologies for the issue you’re facing. Passing this post to our Product Manager to be looked into and get back to you at the earliest.


Hi @kumaranbcak 

You are absolutely right that currently reports on Data Designer cannot be filtered on Company attributes. This is because of 2 factors coming in

  • Lack of ability to lookup to Company from Data Designer objects. This is a heavy technical lift and is an experiment we plan to run in 2nd half of next year. I know that this capability will help in other asks as well and can reduce the amount of designs our customers build. 
  • Filters on Gainsight Home working like filters on other applications like Cockpit, Timeline, etc. We designed these filters to be easy to jumpstart and to be worked with by anyone and hence they lack both complexity and power of Global Filters in dashboard. 

I believe that 1st path is a better path to address this challenge. Any thoughts on this?


Hi @rakesh

 

Thanks a lot for your response. It is this commitment I love from Gainsight. Always listening to the admins suggestions. Once again thank you for looking into it. 

 

Yeah, I agree with you. The first path is a permanent long term solution. I agree with you that this is a heavy lift. All the Gainsight admins would be happy if you can implement this change as soon as possible. For now I am happy to know that this is in your pipe line. 

 

 


This is an issue for athenahealth as well.  Support created a duplicate Community post based on this ticket: 188388


Is there any update on this? We are trying to leverage Gainsight Home and just ran into this issue. Why do global filters work differently on Home than on Dashboards? I would imagine these would work the same so that the experience is consistent...


Team,

Requesting an update on this please. We have some important reports built out of data designer and they have become too crowded for CSMs to use without the filters. 


 Please avail this opportunity to interact directly with the Gainsight Home PM (for registered users)

 


Adding a vote here for this important change. We leverage data designer extensively and need to get these reports into the Home screen to provide a better experience for our CSMs


I just submitted a ticket thinking that it had to be a bug... couldn’t find anything about this limitation in the documentation, and if it works with Dashboards, why not Home?
But welp, both things are called out here ☹️

Adding my vote!


Upvoting and echoing the previous feedback from others above. This seems like a huge blind spot for Home, especially when dashboards are perfectly capable of including reports off Data Designer objects.

For our use case, we were hoping to include a widget/report of upcoming renewals for CSMs. Because some of our customers have multiple renewal dates for different products, we’re using a Data Designer of Company + our Salesforce Opps object. This is on their 1:1 dashboard and works fine, but given their owning of renewals, surfacing it on Home is equally important.


Just found this post and we are running into the same issue. It is causing low adoption in our home page since they can’t filter the reports on their home page. Would love an update on if this is being looked into. I agree with one of the comments above that I would expect/this would be ideal to operate the same as dashboards as this is also how anyone using dashboards and home would expect this to behave. 


Also added my vote! This is a limitation that 100% should be alleviated. Although I understand this may be a heavy technical lift, I feel as though this would be a huge win for many.


can be merged with