Health Score Trend Reports

I also want to create a report showing # of accounts that have had health score changes within the last 60 days. Thanks!

Hi @Brittney Wilson 

To show the average red health score by segment, there’s only a point in doing that if you have a 0-100 scale in your health score. If you use the simple tricolor system, you’ll always have the same value as your average.

You’ll want to create report as follows:

• Object: Unified Scorecard Fact - Company (or Relationship)
• Show Current Score ID, set to Avg of Score
• Group by:
  • Company ID > Segment
• Filter on: Modified Date = the span of today (to see the latest)
• Filter on: Current Score ID > Label = Red (to view what measure is most frequently red) 
• Filter on: Measure ID > Name IN “Overall” (or whatever your overall score measure group name is).

If you want to get the most commonly red measure (that’s not the same report), you can do what follows:

• Object: Unified Scorecard Fact - Company (or Relationship)
• Show GSID, set to COUNT DISTINCT which will give you the number of records for which the measure is red
• Group by:
  • Measure ID > Name
  • Company ID > Segment 
• Filter on: Modified Date = the span of today (to see the latest)
• Filter on: Current Score ID > Label = Red (to view what measure is most frequently red) 

For your last ask, you’ll need to build a data design to capture that information using the account scorecard history, but since you want to capture any change in the last 60 days, it could be somewhat extensive. The snapshot date or last modified date isn’t an indication that the score changed though.

Hope this helps!

Thanks @alizee I’m going to try these reports today, greatly appreciate your help!