Skip to main content
dan
dan
Contributor ⭐️⭐️
January 28, 2016
Question

Report last modified date on Scorecard

Is there a good way to report on the last modified date of a scorecards comments? We would like to pull a list of scores that might be stale and need to be updated.

    4 replies

    lane_h
    lane_h
    Helper ⭐️
    January 28, 2016
    Yes, we created one a few weeks ago, but it is specific to one metric in the scorecard that our CSMs are supposed to update weekly. We did find out that if the score, in our case is Red, Yellow, Green, or if the comment is updated, it is marked as modified.

    Our report looks like this:

    Scorecard Fact 
    Show me: Count Account Names
    Group by: CSM Name

    Filters:
    Metric Id Name (this is the specific metric we look at)
    Last Modified Date <= last 7 days.
    CSM name != null
    Translate
    Director of CX and Scale Programs
      anne
      anne
      Contributor ⭐️⭐️⭐️
      February 5, 2016
      Hi Lane,
      Quick question about this - does your report 'call out' which was updated?  Either the score or comment?  Or, does it not provide that detail?
      thanks!  
      Translate
      lane_h
      lane_h
      Helper ⭐️
      February 5, 2016
      Hi Anne, I'm not sure we can determine that from the rules engine. If either are updated, it shows updated.
      Translate
      Director of CX and Scale Programs
      smorrisgainsightcom
      smorrisgainsightcom
      Helper ⭐️⭐️⭐️
      February 10, 2016
      There are two fields you'd want to include on this report to look at modified dates:

      Last Modified Date is the overall record (will update if either score or comment is updated).

      Score Last Modified Date will look at only the last time the score was updated and ignore comment updates.
      Translate
        Terms & ConditionsAccessibility statement