Exporting Scorecard details for a single customer.

  • 1 February 2019
  • 1 reply

Userlevel 2
Badge +5
I'm looking for a way for our CSMS to have an exported score card for a single customer. The CSMs like to use the scorecard in thier meetings with executives and sometime the customer. Does anyone have a way to pull the scorecard for a single customer?

1 reply

Userlevel 5
Badge +2
You can probably create a report against the Scorecard's History object or Fact filtered by customer ID and/or have one in the C360? What details are you looking to expose?