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jackie_cofield
Contributor ⭐️⭐️⭐️⭐️
May 21, 2018

Create one unified report based off of all scorecards

  • May 21, 2018
  • 11 replies
  • 86 views
It would be great to have the ability to create one, unified report based off of all score cards. 

The need is to have one, unified dashboard showing all customers  by health. Since this isn't possible now, my process is to export all scorecard reports into a csv then merge them before sharing with the company on a weekly basis to communicate where are customers are healthwise. 

    11 replies

    mark_gecsey
    Contributor ⭐️⭐️⭐️⭐️
    May 31, 2018
    yes, that is what we are trying to do. As we transition from one scorecard to another, we would like to bring the last 24 snapshot period scores to the new scorecard and populate the new scorecard with those scores.
    Mark Gecsey