I'm building a basic "Health Score breakdown by CSM" report. I group by "Customer Success Manager Name" and then by "Current Score Label". The report looks great, but I noticed for a few accounts that the "Current Score Label" value is different than the actual "Health Score" value. I tried switching the grouping to the Health Score, but I'm not allowed to group by that value. Is there a rule that needs to run to update the label? Why can't I group by the "Health Score" field?
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Hi Bill, are you able to show the Object that those fields are on?
Hi Bill,
What is the source object on which you are building the report on?
Is the actual "Health Score" value the one on the Company object.
What is the source object on which you are building the report on?
Is the actual "Health Score" value the one on the Company object.
Hi Bill,
Did you get a chance to view the comments by @Aditya? We assume the object you are reporting is not correct. Could you please leave a screenshot for better understanding.
Did you get a chance to view the comments by @Aditya? We assume the object you are reporting is not correct. Could you please leave a screenshot for better understanding.
@bill_pascoli Bill, Did you get a chance to see the posts done by our product team. Please let us know if you need any help here.
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