Healthscore Trending Report

Hi Pat,

How many accounts do you want to view simultaneously? This report can get a little crowded if you have a large number of accounts to view all on the same view and broken out by account. Here is an example of what the report would look like. I included the data object and reporting fields so you can see how to create this report in your instance.

Another option would be to aggregate customers within the same segment. The example below shows how this would look. It's the same report as above, but instead of using Account Name as the second aggregation, I'm using the segment field.

Is this what you had in mind or were you looking for something different?

-Dan

Is there any update on a simple report for this? 

Do you find the reports, mentioned by Dan above useful ? Did you like the idea of looking at the health score trends by customer segment (second report above, assuming you have your customers segmented ) ? 

No, we don't have segments to be able to achieve this. 

Hi Sophie, how many customers did you want to report on at a single time? 

I do not find them useful!

Hi Dan, I would love to reopen this topic. We have a few thousand organizations that we want to filter out just the organizations that are trending up or down week over week. Are we able to accomplish this so that the visual doesn't look so darn crowded?

Hi Alison,

On the Scorecard Fact object there is a field called "Trend". This will indicate the relationship of the current score to the previous score.

-1 means the score is trending down

0 means the score is flat

1 means the score is trending up

You can use this field to filter, group, or aggregate your data, depending on what you need to show and how granular you need to get.

Hope this helps!

Hi Dan,

When I try to leverage the Trend field, it is unclear! When an organization has the same data in week 1 vs. week 2, the trend value doesn't change to 0. How long does that trend value stay as +/- 1 before it changes back to 0 when the data has not changed the next week?

I also tried to use Trend >= 1 on a report as a filter, but the value of -1 kept showing up in my report. Is this just a bug?

Sorry for all of my questions! I tried to leverage Trend, but it is not an intuitive field. I feel if I better understand how it's calculated and the frequency in which it's updated, then I'll be better able to create the reporting I need to get a bird's eye view of all of our accounts that are changing health scores week over week!

Hi Alison,

It might be easier to have someone work with you on this live. We host weekly Admin Office Hours for questions like this. You can register via this link: https://community.gainsight.com/conversations/us-admin-office-hours-32819-time-change-11-am-ct-5c98daebe4b06ca235a5672d