Skip to main content
Gainsight Inc.

Configure Reports Section

  1. Last updated
  2. Save as PDF 
Gainsight NXT

 

​This article explains how admins can set-up and configure the Reports section in 360.

Overview

The Reporting section in 360 has now been renamed to Reports. You can drag and drop pre-configured reports to the layout to display it on your 360 Reports page. Reports created on the same object can be grouped and their order within the report group can be rearranged as per your preference. You can add multiple grouped or ungrouped reports to your 360 layout. 

Add and Configure Reports Section 

You need to add the Reports section to your 360 page layout to view it on your 360 page. You can then configure it to display the selected reports.

  1. In the Configure Sections step, drag-and-drop the Report section from the left pane.
  2. (Optional) Click the name of the widget to rename them. Once you have renamed the widget, the original widget name is displayed along with the new name.
  3. Click Configure. The Save to Configure dialog is displayed, if you have not saved the layout. Click Yes to save the Report section to the layout. 
  4. The Reports Configuration page is displayed.
  5. Dra-and-drop the reports from the left panel. The selected reports are displayed on the Reports tab.
  6. (Optional) You can group reports created on the same object by clicking Create Group. You can also drag and drop reports built on the same object to form a  group.       
  7. (Optional) You can drag and drop the Report Groups and ungrouped reports to change the order in which they are displayed in the 360 Reports tab. You can also reorder the sequence of the reports within the same group.

KPI Report Widget Group

You can create a KPI report widget group and configure the group settings to automatically resize widgets within the group when the group dimensions are changed. To create a KPI report widget group:

  1. Drag-and-drop a KPI report from the left panel. The KPI widget group confirmation window appears.
  2. Click Yes. A KPI group report appears on the canvas.
  3. Drag-and-drop other KPI reports to the group.
  4. Click Configure. The KPI Group Settings slide-out panel appears.
  5. Turn on the Allow auto resizing of the KPI report widget in a group switch.
  6. Click Save.

Ability to Control the KPI Report Widget Dimensions.jpg

You can change the widget group dimensions from the bottom-right corner. The KPI report widgets inside the group automatically resize their dimensions for better space utilization.

Configure Reports Section 2.jpg

When the toggle switch is off, KPI report widgets in the group retain their dimensions defined by you even if the widget group dimensions are changed.

Note:

  • State Preservation - Main C360 supports state preservation. It ensures that changes made to visualizations, filters, resizing, and rearranging in column reports are synchronized between the Main 360 and 360 in Sidebar. Changes in one are reflected in the other, maintaining all user-applied settings and customizations across sessions and sections. 

  • Show data from children toggle: Show data from children toggle for KPI reports is available inside the three-dot vertical menu for the reports.
  1. Back to top
  • Was this article helpful?

Recommended articles

  1. Article type
    Topic
  2. Tags
    1. add reports to reports tab in C360
    2. configure reports section
    3. reports in C360