Report List View and Settings (Horizon Analytics)
Setting Options
The options in the Settings page are categorized into four tabs:
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General Settings
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Chart Editor Settings
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Color Palette Settings
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Custom Colors
General Settings
The General Settings tab allows you to enable/disable the report data downloads and lazy loading of report widgets. Here, you can configure the following settings:
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Disable downloading report data: enabling this toggle restricts the report data downloads from everywhere. For example, if you do not want a CSM to download a Report, toggle ON this option.
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Disable downloading report data in external link shares: enabling this toggle restricts the report data downloads from the externally shared links.
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Allow Customization of Drill down report: enable this to allow users to customize the drill-down report.
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Enabling Data Caching: turn on this toggle for report data caching for faster performance. This means when a user runs the same report multiple times in a day and reopens it again can save the report fetching time.
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Honor SFDC Permissions: Toggle this switch to honor the User’s or OAuth User’s data permissions from Salesforce.
- Sync Custom Period Definitions: Click Sync Now to sync data from Salesforce to Gainsight. For example, there are custom fiscal periods defined in your Salesforce instance, clicking Sync Now pushes this data by honoring the labels and time boundaries accordingly.
Chart Editor Settings
Chart Editor Settings allow admins to set the default settings of all reports. Once you set these settings, they are applicable for all the new reports. For more information on how to configure Chart Editor Settings, refer to the Chart Settings and Chart Editor article in the Additional Resources section at the end of this article.
Color Palette Settings
You can choose the Gainsight Defaults color palette which has the best possible colors, once selected, it assigns the sequence of colors used in reports (or) you can use Custom Theme to customize the colors, as per your branding. For more information on how to configure Color Palette Settings, refer to the Color Setting in Reports article in the Additional Resources section at the end of this article.
Custom Colors
Custom Colors allow admins to change the colors of the specific field values. Using Custom Colors, you can set colors for a specific field object under a source object.
The color palette defined in Gainsight Defaults does not understand data. There is always a meaning in the data and you might want colors to represent that data. For example, you want Risk CTA's to be shown in Red whereas Lifecycle CTA's in Blue. Leverage this custom colors option to add that meaning once, and it will reflect across all the reports which use the same field and value. For more information on how to configure Custom Colors, refer to the Color Setting in Reports article in the Additional Resources section at the end of this article.
Create or Edit Reports
Click Create Report to build a new report. To edit an existing report, click the report name of your choice from the reports list, and you will be navigated to the editing screen. For more information on how to create and edit reports, refer to the How to Build Basic Reports article in the Additional Resources section at the end of this article.