Question

Report last modified date on Scorecard

  • 28 January 2016
  • 4 replies
  • 107 views
dan
  • dan
  • Registered User
  • 4 replies
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
Rank
Userlevel 6
Badge +5
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
Director of CX and Scale Programs
anne
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!  
lane_h
Rank
Userlevel 6
Badge +5
Hi Anne, I'm not sure we can determine that from the rules engine. If either are updated, it shows updated.
Director of CX and Scale Programs
smorrisgainsightcom
Rank
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.

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