We have a report that shows a breakdown of Health Scores for our customers over time, based on the Relationship Scorecard History object (Scorecard Habits report type). Now I was wondering how to exclude churned accounts from this report, but only starting the month they churned in. Example: if a customer churns in July, their healthscore should be included up until June but they should be removed from the bars starting July. Any suggestions?
Exclude customers from Scorecard History report after they churn
None
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
I’ve been thinking about this recently too, and this is what I’m thinking…
It’s low on my priority list but I have been noodling with it. If you like the idea and get to it before I do@Jef Vanlaer please do share!
Why exactly is a snapshot needed in this scenario?
It is not possible with current reporting. We are working an a revamp, and it will be possible after that.
Meanwhile, you could do it via rules. You could create a field that is (1 if snapshot data < churn data, and 0 if snapshot date > churn date). Then you can filter all records where this field = 1.
However, since it’s being done via rules, you’d have to schedule the rule, and it will not be real time. But this should not be a problem in this case.
Hope this helps
Regards,
Shantan