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pat_kelly
pat_kelly
Contributor ⭐️⭐️
July 21, 2016
Solved

Healthscore Trending Report

  • July 21, 2016
  • 26 replies
  • 788 views
I want to create a report that shows me overall healthscore by account over time.  I can see it one account at a time but I need to produce the data for all accounts in one report.
    Best answer by shantan_reddy

    You can get this using the new reporting, and data designer. Pivoting is available in the new reports. 

    Filtering for a monthly snapshot on scorecard history object, and pivoting on date should do the trick.

     

    Regards,

    Shantan

    26 replies

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    jessica_owens
    jessica_owens
    Helper ⭐️
    February 12, 2021

    @shantan_reddy - thanks for the follow up. I did create a support ticket to get access to that field. Once available in my org, I’ll use that field to see if that solves the issue that I’m having with this report.

      shantan_reddy
      Gainsight Employee ⭐️
      shantan_reddy
      Gainsight Employee ⭐️
      February 18, 2021

      @jessica_owens Happy to help! Do let me know if you need more info on this.

       

      Regards,

      Shantan

        gunjanm
        gunjanm
        Expert ⭐️
        February 24, 2021

        I created a custom object to store a Weekly Snapshot only if the score changed. This allows me to see how many days/weeks a customer typically remains in any given health score and we can track the transition history and trends. 

          
        End Proctoring-
         
        Gunjan
          P
          Pankaj
          Contributor ⭐️⭐️⭐️
          March 3, 2021

          @shantan_reddy - were you able to create a trending report for customer health score by week/month in tabular format? 

           

          I am looking for something like this for our team but in a single report rather than going to individual account.

          Customer name, Health score in Jan, Health Score in February…..

            shantan_reddy
            Gainsight Employee ⭐️
            shantan_reddyAnswer
            Gainsight Employee ⭐️
            March 10, 2021

            You can get this using the new reporting, and data designer. Pivoting is available in the new reports. 

            Filtering for a monthly snapshot on scorecard history object, and pivoting on date should do the trick.

             

            Regards,

            Shantan

              KristyGarrison
              KristyGarrison
              Contributor ⭐️⭐️
              April 12, 2022

              Using data designer I created a report that compares the current healthscore of a customer with what it was 60 days ago and displays the info in a bubble chart (filtering out scores that didn’t really change very much). It updates every week so its a quick way to see which accounts have significantly moved in one direction or the other: 

               

              I love this!  But I have no clue how you got it.  @jlicciardello do you have more details you can share?

               

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