Replies posted by cblair
This is exactly what I am looking for as well. A primary 'Health Score' and a secondary 'Usage Score' based on the products that the Customer is paying for & using, vs. paying for but not using. I'd love to see these as selectable views on the Scorecard tab of the C360 (like multiple reports/views for Contacts etc.). The CSM could then toggle through to the desired scorecard as needed.
We are displaying Ticket / Case data in a report on the C360 and I would like to sort on the Ticket create date and have that be the default sort. Was actually pretty surprised that it wasn’t really an option to define the sorting column on the report builder. Ranking doesn’t appear to work as it is Top/Bottom, not date related. When I moved the ‘Created Date’ value into the first column, thinking that would do the trick (as was mentioned above) I found that the date sort was not correct. I’m not sure where the hang up is, but the data set covers about 4 years of data and when ‘Created Date’ is in the first column, it started in May of 2018, when it should have started in either Jan 2016, or Jan 2020 (depending on which direction it was sorted. Having the ability to define the default sort would be very useful for us.
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