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Gainsight Inc.

Scorecard Habits Report

Gainsight NXT

This article supports Gainsight NXT, the next evolution of the Customer Success platform. If you are using Gainsight CS Salesforce Edition, you can find supporting documentation by visiting the home page, and selecting CS > Salesforce Edition.

Not sure what your team is using? Click here.

 

IMPORTANT - Articles Impacted due to 6.34 October NXT Release

Due to the v6.34 October, 2022 release, this article has been impacted. Steps, images, and playable GIFs in this article will soon be updated to reflect the latest changes.

For more information about the latest UI changes, click here.

 

This article explains how to create a Scorecard habits report.

Overview

IMPORTANT: Starting with 6.32 April/May 2022 release, Habits Report is available in Administration > Analytics > Scorecard Widgets page.

A Habits Report allows you to review your customer’s health scores. This report displays the trends with reference to your configured grading scheme. To create this report, select either Account Scorecard History or Relationship Scorecard History as your source object, depending on whether you use Relationships in your org.

Note: While creating this report, add a filter named “Scorecard Name” and select a scorecard.

To create a Habits Report:

  1. Navigate to Administration > Analytics.
  2. Click Scorecard Widgets.
  3. Select either Company or Relationship as the source object.
  4. Hover on Create Reports and a drop down will appear.
  5. Click Habits.
    Note: When you select the Habits report, the following fields are selected by default
    • Show me: Count of company Id.
    • By: Snapshot Date.
    • Filter: Results are filtered to display any one scorecard.​​​
    • ​You can add or delete the fields as required. 
    • It is mandatory to include either the Snapshot Date or an individual Measure field in the By section.
      Habits Report 1.jpg

      Habits Report 2.jpg
  6. Drag and drop a measure or a measure group in the Group By field.
  7. Add required filters using the Add Filter icon.
  8. Click Apply.
  9. Click Run Report.
    Habits Report 3.jpg

Fiscal Period Filter

You can filter the Habits report based on fiscal periods. This filter is available in the Snapshot Date dropdown.

You can also customize the fiscal period from the Fiscal Years page in Administration > Application Settings. To know more about creating a custom fiscal period, refer to the Application Settings article in the Additional Resources section.

Auto Grouping of Scorecards in Filters 

When you filter Scorecards in a Habits report, you can see that all the Scorecards are grouped according to their Scoring scheme.  This is a unique feature in Habits report.

Limitations

Currently, Gainsight does not support Heat map and Packed bubble visualizations in Habits report. 

Additional Resources

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