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I have created a report that displays the customers who have a Subjective score (one that our CSM sets based on their knowledge and engagement with the account) below a threshold that puts it in a Red status.  The purpose here is to include on a Manager dashboard, so this can be used during CSM 1-on-1 for review/discussion.



It would be helpful if I could:


  • include the notes that a CSM may enter in one of the individual component scores (i.e. Subjective score) in a report i.e.



  • include the color label as a criteria option at the individual component level (similar to how I can use the Current Score Label for the overall score on the Customer object).  This way I could list out Accounts by the color range of the Subjective score (Red, Yellow, Green) 
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