Question

Is there a way to personalize chart and graph views?

  • 6 February 2016
  • 2 replies
  • 33 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!

2 replies

Userlevel 7
Badge +3
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...
Do you have an example of the report-related filter? I'm not seeing an option similar to the Report Param option for UI views.

Reply