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Quick Tidbits Alert! Ever wondered how to create a Scorecard Mass Edit Report?

  • February 6, 2024
  • 3 replies
  • 91 views

kiranpanigrahi
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A Scorecard Mass Edit report lets you view the health scores of multiple Companies or Relationships simultaneously in a tabular format.

You can also make changes to the scores and embed it in a Dashboard or GS Home. Remember: Mass Edit reports can be created only on the Unified Fact object.

Big shoutout to @Tejaswini SSNV for putting together this helpful short video tutorial!

Link: 

https://share.zight.com/9Zu480bl

Hope this little tip proves useful.

Let us know if you'd like to see more content like this!

3 replies

  • Gainsight Employee ⭐️
  • February 6, 2024

Thank you @kiranpanigrahi !! 


Surendra
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  • Gainsight Employee ⭐️⭐️
  • February 6, 2024

Great Job @Tejaswini SSNV 
Thank you for sharing @kiranpanigrahi


angela_domenichelli
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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • August 5, 2024

How do I create 1 for a Relationship Scorecard?

  • Found it - there is a drop-down when you first open Scorecard Widgets for anyone else wondering.