We have a report that shows a breakdown of Health Scores for our customers over time, based on the Relationship Scorecard History object (Scorecard Habits report type). Now I was wondering how to exclude churned accounts from this report, but only starting the month they churned in. Example: if a customer churns in July, their healthscore should be included up until June but they should be removed from the bars starting July. Any suggestions?
Exclude customers from Scorecard History report after they churn
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+5
+13I’ve been thinking about this recently too, and this is what I’m thinking…
- Weekly Company Snapshot custom object in order to track changes to Account Status, ARR, etc - primary company metadata
- Data Designer to combine this with Account Scorecard History
- Output report as described above
It’s low on my priority list but I have been noodling with it. If you like the idea and get to it before I do
Gunjan
+2+5Why exactly is a snapshot needed in this scenario?
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It is not possible with current reporting. We are working an a revamp, and it will be possible after that.
Meanwhile, you could do it via rules. You could create a field that is (1 if snapshot data < churn data, and 0 if snapshot date > churn date). Then you can filter all records where this field = 1.
However, since it’s being done via rules, you’d have to schedule the rule, and it will not be real time. But this should not be a problem in this case.
Hope this helps
Regards,
Shantan
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