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Ability to report on customers with and without success plans

  • 31 January 2020
  • 2 replies
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joe_difilippo
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Hi all,

I am currently working on a way to report on customers that have success plans and those who do not. Given the current configuration, I have all of our Success Plan data within a data space. 

Use Case: Attempting to develop a report for management for customers with a CSM Meter score <= 50 and do not have a success plan type = Go to Green plan. Currently, I am only able to report on customers with a CSM Meter <= 50 that do not have a go to green but it only populates customers that have another type of success plan. It does not have the ability to display other Active customers with a CSM Meter score <= 50 that do not have a success plan at all.

Does anyone have any thoughts or suggestions on a solution here? I am thinking of utilizing bionic rules but figured I would check in to see if anyone else has accomplished something similar or has any other ideas.

Thanks!

Joe

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Best answer by lila_meyer 31 January 2020, 19:20

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lila_meyer
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Userlevel 7
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Hi Joe,

I’m not sure if you’ve already tried this or seen this tutorial on identifying an absence of data with rules, but I thought it might help.

Lila Meyer, Dir. Global Education Services
joe_difilippo
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Hi @lila_meyer ,

This is great. I will give it a try.

Thanks and have a great weekend!

Joe

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