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Healthscore Trending Report


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I want to create a report that shows me overall healthscore by account over time.  I can see it one account at a time but I need to produce the data for all accounts in one report.
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Best answer by shantan_reddy 10 March 2021, 12:24

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Userlevel 2

Using data designer I created a report that compares the current healthscore of a customer with what it was 60 days ago and displays the info in a bubble chart (filtering out scores that didn’t really change very much). It updates every week so its a quick way to see which accounts have significantly moved in one direction or the other: 

 

I love this!  But I have no clue how you got it.  @jlicciardello do you have more details you can share?

 

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