http://m.getsatisfaction.com/topics/7749762 Record Date when Scorecard Changes / Accounts Red over xx Days 2018-06-20T17:45:55Z 2018-06-13T19:54:13Z 7749762 http://m.getsatisfaction.com/topics/7749762 7749762 Record Date when Scorecard Changes / Accounts Red over xx Days 2018-06-20T17:45:55Z 2018-06-13T19:54:13Z Allison Elmer http://m.getsatisfaction.com/people/9647315 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11274031/ScreenShot2018-05-06at11.17.05AM_medium.png allison_elmer Our overall goal is to have a report that shows Accounts that have had an overall score of Red for 60+ days. My first approach was to use Our "User Adoption" object, where the scorecard rating is being written each week. The issue here is that there are multiple records for each account; for example, Acme Corp will have 12 lines on the report for 12 weeks, each stating the account was "red." I can't figure out a way to get the report to show only those accounts where it's been red&nbsp;<i>´╗┐continuously&nbsp;</i>´╗┐for 60+ days.<br /><br />My next approach was to use Account Scorecard History, but I hit the same problem; there's no easy way I can see to look at the snapshot date and tell the report, "only show me accounts that have been continuously red in the snapshot for 8+ weeks." See screenshot for details (each colored block is the same customer, appearing multiple times).<br /><br />I know I can do this in Salesforce with a workflow, but I'd rather not (we wouldn't get historical data). Is there a way to maybe write a date when the score changes, but also have it work for historical data? Thanks!<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1735302/RackMultipart20180613-62127-wlebu4-Screen_Shot_2018-06-13_at_3.47.52_PM_inline.png?1528919535" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1735302/RackMultipart20180613-62127-wlebu4-Screen_Shot_2018-06-13_at_3.47.52_PM_inline.png?1528919535" /> question complete 8 3 1 comment http://m.getsatisfaction.com/topics/7749762/replies/19581016 http://m.getsatisfaction.com/topics/7749762 19581016 Tim Schukar responded to "Record Date when Scorecard Changes / Accounts Red over xx Days" 2018-06-13T20:05:41Z 2018-06-13T20:05:41Z Tim Schukar http://m.getsatisfaction.com/people/9308700 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11151639/Tim_Schukar_medium.jpg tim_schukar_gk45ckgpduvuk Hey Allison!<br /><br />What about if you grouped by Account name and count the number of entries over the past 9 weeks.&nbsp; If you time box this to always have a trailing 9 weeks, you could further restrict the report to only accounts that have 9 entries.&nbsp; Anything less would mean they were had a score higher than an F at some point in that timeframe.&nbsp; Make sense? 0 http://m.getsatisfaction.com/topics/7749762/replies/19581077 http://m.getsatisfaction.com/topics/7749762 19581077 Allison Elmer responded to "Record Date when Scorecard Changes / Accounts Red over xx Days" 2018-06-13T20:36:36Z 2018-06-13T20:36:36Z Allison Elmer http://m.getsatisfaction.com/people/9647315 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11274031/ScreenShot2018-05-06at11.17.05AM_medium.png allison_elmer Hi Tim! I actually do have a report that's doing exactly this, but management didn't love it. I figured I'd ask for some potential other solutions. 0 http://m.getsatisfaction.com/topics/7749762/replies/19581111 http://m.getsatisfaction.com/topics/7749762 19581111 Tim Schukar responded to "Record Date when Scorecard Changes / Accounts Red over xx Days" 2018-06-13T20:54:25Z 2018-06-13T20:54:25Z Tim Schukar http://m.getsatisfaction.com/people/9308700 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11151639/Tim_Schukar_medium.jpg tim_schukar_gk45ckgpduvuk Ah...&nbsp; Perhaps visualize via a Column chart first and then show all of details upon drill down? 0 http://m.getsatisfaction.com/topics/7749762/replies/19581125 http://m.getsatisfaction.com/topics/7749762 19581125 Allison Elmer responded to "Record Date when Scorecard Changes / Accounts Red over xx Days" 2018-06-13T21:00:39Z 2018-06-13T21:00:39Z Allison Elmer http://m.getsatisfaction.com/people/9647315 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11274031/ScreenShot2018-05-06at11.17.05AM_medium.png allison_elmer That could work. I think the biggest issue is that there's no easy way to see how many weeks the account has been red, just if it's been red over 60+ days.&nbsp; 0 http://m.getsatisfaction.com/topics/7749762/replies/19581249 http://m.getsatisfaction.com/topics/7749762 19581249 Tim Schukar responded to "Record Date when Scorecard Changes / Accounts Red over xx Days" 2018-06-13T21:53:41Z 2018-06-13T21:53:41Z Tim Schukar http://m.getsatisfaction.com/people/9308700 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11151639/Tim_Schukar_medium.jpg tim_schukar_gk45ckgpduvuk Yeah, it sounds like you could pivot the data and write into a new MDA object to get that kind of reporting visibility.&nbsp; I'm not sure how you can do that with regular reporting on those objects...&nbsp; Sorry I can't be of more help! 0 http://m.getsatisfaction.com/topics/7749762/replies/19583025 http://m.getsatisfaction.com/topics/7749762 19583025 Allison Elmer responded to "Record Date when Scorecard Changes / Accounts Red over xx Days" 2018-06-14T18:30:09Z 2018-06-14T18:30:09Z Allison Elmer http://m.getsatisfaction.com/people/9647315 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11274031/ScreenShot2018-05-06at11.17.05AM_medium.png allison_elmer I appreciate the input! 0 http://m.getsatisfaction.com/topics/7749762/replies/19583108 http://m.getsatisfaction.com/topics/7749762 19583108 Dan Ahrens responded to "Record Date when Scorecard Changes / Accounts Red over xx Days" 2018-06-14T19:20:33Z 2018-06-14T19:20:33Z Dan Ahrens http://m.getsatisfaction.com/people/8169071 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10797429/dan-ahrens_medium.jpg dan_ahrens Allison, if you have scorecard history enabled, you could report on the AVG of the score with a filter on the date of the update for the last 60 days. This would give you a sense if that customer was considered red over the 60 day period.&nbsp; 1 http://m.getsatisfaction.com/topics/7749762/replies/19594111 http://m.getsatisfaction.com/topics/7749762 19594111 Allison Elmer responded to "Record Date when Scorecard Changes / Accounts Red over xx Days" 2018-06-20T17:45:55Z 2018-06-20T17:45:55Z Allison Elmer http://m.getsatisfaction.com/people/9647315 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11274031/ScreenShot2018-05-06at11.17.05AM_medium.png allison_elmer Thanks, everyone. What I ended up doing was sticking to my original solution that mirrors Tim's suggestion, and made duplicates; one each for 90, 120, and 180 days, with the filters adjusted accordingly. It's not the best method, but it works :) <br /><br />Meanwhile, my SFDC admins are making a workflow that writes the date to a field in Customer Info when the scorecard value changes. It's simple enough, but we won't be able to get useful data out of it for a bit as it needs to run for awhile.<br /><br />I'd love to see a more native/intuitive way to do this in Gainsight, as we can't be the only company who's interested in this data. Thanks! 0