How do I remove any accounts that don’t have a CSM name from my dashboard?
What would I filter on to remove the null CSM name?
Question
Removing Null Accounts from Dashboard
+11Hi
Good news: This is pretty easy to implement. Within the Report Builder, you can add a filter for Client Success Manager field is not null. It looks something like this:
Hey
It will filter it down, but I checked the first few and they have no CSM even after I applied the filter.
Any thoughts on why this wouldn’t have pulled them all?
Thank you:)
+11Is your desired outcome to have a list of customers with a CSM, or without a CSM? I’m asking because your screenshot (thanks for attaching that!) is “CSM is null”. Therefore you’ll get all Companies without a CSM.
If you try “CSM is not null” (ie, there is a value in the CSM field), you’ll get all Companies with a CSM, which may be your desired result.
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