Is there a way to personalize chart and graph views?
I have a set of charts and would like for them to update based on the viewer. For example, we currently have bar graph shows total # of clients in each tier. I would like for that graph to respond and only show the # of accounts for the current. Is that possible?
I was able to do this for Customers and Scorecard views but am not seeing a way to do this for graphical representations.
Thanks!
I was able to do this for Customers and Scorecard views but am not seeing a way to do this for graphical representations.
Thanks!
I think there's probably a few ways to do this. One way is to add a filter in all of the reports for current user. Then in the dashboard configuration (for that set of reports), you can create a global filter for current user.
https://support.gainsight.com/hc/en-us/articles/202388418-Configure-Gainsight-Home-Dashboards-aka-La...
https://support.gainsight.com/hc/en-us/articles/202388418-Configure-Gainsight-Home-Dashboards-aka-La...
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