Scorecard 2.0 Historical Trend Report

  • 1
  • Question
  • Updated 2 months ago
  • Answered
  • (Edited)
I would like to build
a report that shows historical overall scores and Risk scores, at least for the last 4 weeks.  The scorecards show the weekly history: 



Ideally, we'd like to have all of this data in a report so we can better monitor the average trend in an Overall Health score as well as another Measure we use, Risk Score. I've played around with the Scorecard Scorecard Fact objects and Usage Data objects, but cannot get it to work. Any help would be appreciated.
Photo of Morgan Albright

Morgan Albright

  • 290 Points 250 badge 2x thumb
  • frustrated

Posted 2 months ago

  • 1
Photo of Aditya Marla

Aditya Marla, Employee

  • 2,746 Points 2k badge 2x thumb
Hi Morgan,

Do you use Scorecard 2.0 ? This data will be present it the "Account/Relationship Scorecard History" object
Photo of Morgan Albright

Morgan Albright

  • 290 Points 250 badge 2x thumb
Perfect! Grouping by "Snapshot Date" was what I hadn't tried in the Account Scorecard History. Thank you!
Photo of Morgan Albright

Morgan Albright

  • 290 Points 250 badge 2x thumb
Is there a way that we can make a list with this object on which accounts had a scorecard value change week by week?
Photo of Aditya Marla

Aditya Marla, Employee

  • 2,746 Points 2k badge 2x thumb
Hi Morgan,

Could you provide some more details on how you want to see the report? As in do you want a way to report on the accounts where there was a score change WoW?
Would a report like this work? (Where you can see what the score was WoW for all the accounts)
?
Photo of Collin Reeser

Collin Reeser

  • 64 Points

Along the same lines, we are able to build a trend report for one account on C360 but would like a list view of health trend by all accounts. Example attached.