I am looking to track status changes of a customer from Implementation to Ongoing Delivery. The data needs to be tracked in a reportable way. I beleive this can be done in the MDA, and would appreciate some guidance on how to write only changes (rather than a daily snapshot) to the MDA with timestamps, and keep the full history of status changes.
Any documentation or suggestions?
Solved
report on customer status changes
Best answer by dan_ahrens
Hi Catherine,
You could do this by creating a custom MDA Table, then copy all the current values to that table, then create a rule that runs daily to compare the current value to the value stored in the MDA table and if the values are different, then write a new record with the new value and the current date. Over time you will end up with a historical record of the values as they changed, and the date on which they changed.
You could do this by creating a custom MDA Table, then copy all the current values to that table, then create a rule that runs daily to compare the current value to the value stored in the MDA table and if the values are different, then write a new record with the new value and the current date. Over time you will end up with a historical record of the values as they changed, and the date on which they changed.
+2Hi Catherine,
You could do this by creating a custom MDA Table, then copy all the current values to that table, then create a rule that runs daily to compare the current value to the value stored in the MDA table and if the values are different, then write a new record with the new value and the current date. Over time you will end up with a historical record of the values as they changed, and the date on which they changed.
You could do this by creating a custom MDA Table, then copy all the current values to that table, then create a rule that runs daily to compare the current value to the value stored in the MDA table and if the values are different, then write a new record with the new value and the current date. Over time you will end up with a historical record of the values as they changed, and the date on which they changed.
+5Also, Catherine, if you need a guide to get started on Dan's solution, this tutorial might help: https://community.gainsight.com/conversations/how-to-historically-snapshot-data-to-the-mda-5d28eadae4b00474137fe904
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