If I understand correctly, you want the UI View to include the individual health measures, and not just the overall health score? This article explains how to set this up:



https://support.gainsight.com/Product_Documentation/Reports_and_Dashboards/Admin_Configuration/Creat...

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Hi -



Thanks for sending the link. We have those scorecard views setup as Dashboards. What we would prefer to do is add the AM Assessment score component to a Customer list view on the Customer Tab. I did a mocked up screen capture to help clarify.



 

I am guessing it is not possible to add the AM Assessment column to a Customer List view because the field is on a different object.



thanks

Kristin

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Hi Kristin,



We'll have to write a rule to push that score to a field at the CustomerInfo/Account level. Only then would it be possible to add it to the Customers tab view like you have mocked up.



Thanks,

Manu

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Would also like to see this as a feature !!



People (CSMs) really like the tabular form of the Scorecard, but right now its harder to find and use in a Dashboard (Gainsight tab).   We would get much more adoption, if the Scorecard could be shown under the Customer Tab.

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