Create one unified report based off of all scorecards
None
It would be great to have the ability to create one, unified report based off of all score cards.
The need is to have one, unified dashboard showing all customers by health. Since this isn't possible now, my process is to export all scorecard reports into a csv then merge them before sharing with the company on a weekly basis to communicate where are customers are healthwise.
The need is to have one, unified dashboard showing all customers by health. Since this isn't possible now, my process is to export all scorecard reports into a csv then merge them before sharing with the company on a weekly basis to communicate where are customers are healthwise.
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Providing the capability to build a single report on the health score of all accounts, irrespective of the scorecard they use, is high on the priority list. I will keep you updated as and when I have more clarity on the ETA
We are planning on having a consolidated fact object that will have data from multiple scorecard facts. So that this will help report on health scores across accounts (irrespective of the scorecard they use)
Some questions I had in this regard:
- Do all your scorecards have the same measures / measure groups? Do all the scorecards use the same scheme?
- What is the data that you would like to report across accounts & scorecards? (The "OverallScore", its value, label, comments....anything else you would need? Would you also want the PreviousScore Values OR the scores and comments of all measures also available for reporting?)
Regards
The data we want to report across all customers is the overall score with comments. Having all the measures and previous scores would be great as well, but main priority is the overall score.
Thanks!
Thanks.
Could you provide some more details on "cannot port over historical data from the former scorecard to the new scorecard ". Do you want to see the historical data of a measure (for across scorecards) in the 360 section in scorecards?