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Edit Scorecards 2.0 with Mass Edit Report (Horizon Experience)

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This article explains the process of editing a Scorecard by using a Mass Edit Report. It is the sixth item in a series of Scorecard configuration articles. Gainsight recommends you to refer the initial articles of the series and then start with this article.

Overview

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

This article explains the process of creating a Mass edit Report. You can create a Mass Edit report only on the Scorecard Unified Fact Object. Mass Edit Report displays scores for all the Measures and Measure groups included in the Scorecard. You can also view the Accounts or Relationships which are using this Scorecard. You can edit the score of any manual Measure from the Mass Edit Report. When you edit a Measure Score, the corresponding Measure Group score and Overall Score are updated automatically.

Notes:

  • The Mass Edit report is a computationally intensive query and it generally takes time for the results to load.
  • We recently published a fix to help Mass Edit report performance and shorten load times. This fix applies to Mass Edit Reports with filters on the Company and User objects, but is not applied to reports with filters on measure fields.

Create a Scorecard Mass Edit Report on Unified fact Object

Scorecard Unified Fact Object

There exist two Unified Fact objects; Company Scorecard Fact Object and Relationship Scorecard Fact object. All the data for Company Scorecards is stored in the Unified Scorecard Fact - Company Object and all the data for Relationship Scorecards is stored in the Unified Scorecard Fact - Relationship Object. If you do not have any Scorecard for Companies, the Unified Scorecard Fact - Company is not created and if you do not have any Scorecards for Relationship the Unified Scorecard Fact - Relationship object is not created.

Mass Edit Report 10.jpg

To create a Scorecard Mass Edit report on the Unified Fact object:

  1. Navigate to Administration > Analytics. Report Builder.
  2. Click Scorecard Widgets.
  3. Select either Company or Relationship as the source object. 
    Note: From the drop down menu available next to the Scorecard Widgets page title.

    Mass Edit Report 1.jpg
     
  4. Hover on Create Reports and a drop down will appear.
  5. Click Mass Edit.
  6. Drag and drop the required Company Id details and Overall Score (Account)
  7. Similarly, drag and drop the required Measures and Measure Groups in the Show me section.
  8. Click Run Report.

Notes:

  • NA implies that the Measure is applicable for a Scorecard but is not yet set.
  • ( -- ) implies that the Measure is not applicable for a Scorecard.
  • You cannot create a Mass edit report on individual fact object.

Limitation

  • You cannot apply the ranking functionality.

Filter/ Sort Mass Edit Report Created from Unified Fact Object

Filter Scorecard Data Based on Measure Scores

You can filter data based on the scores of a Measure. You can use this filter to filter data only to view the scores which are in Red, or scores in Red and Yellow, and so on.

Note: Only the Scheme Types used in the Scorecards are displayed for selection in the filter range. For example, if only Numeric and Color Scheme Types are used in the Scorecards for generating report then only those two Scheme Types are displayed in the filter range, instead of displaying all the Scheme Types.

To apply a filter on Measures in a Mass Edit report:

  1. Click Add Filters on Scorecard Measures. Add Filters slide-out panel will open.
  2. Click Add Filter under Filter on Scorecard Measures section.
  3. Select the required Filter, Operator and Value.
  4. Click Apply.
  5. Click Run Report.

Inline Filters for Measure Data

You can now apply filters on an individual measure or Measure group in the Mass Edit Report. You can filter data of a measure to view only the Red scores in that Measure or NA scores of that measure. You can also search for stale scores of a Measure or Measure Group.

To apply a filter on Measures in a Mass Edit report:

  1. Click the required Measure or Measure Group.
  2. Select the required filter.
  3. Click Apply.

Mass Edit Report 4 (Inline Filter).jpg

Server Side Sorting

ou can sort the data for any column of the Mass Edit report, in ascending or descending order. This is a server side sorting and all the records present in the dataset (not just those displayed in the report) are sorted in either ascending or descending order. To sort the data, click the required column name.

You can freeze the first column of the Mass Edit report. This feature is very useful when you have multiple columns in your report and you need to scroll to view data from all the columns. You can include important fields like Company Name as the first column, and then scroll to the right and easily view various aspects of each Company in multiple columns.

To freeze the first column of in Mass Edit Report:

  1. Click the Settings icon.
  2. Click Grid Options. A drop down menu will appear.
  3. Toggle First Column Freeze.
  4. Click Apply.

View Comments for a Specific Measure/Overall Score

You can view the comments for a specific measure or the overall Score, in a Mass edit report. The comments are displayed only for the selected Measures.

To View Comments in a Mass Edit report:

  1. Hover over the Overall Score or the Measure.
  2. Click the Settings icon.
  3. Select Show Comments.
  4. Click Run Report.

Perform Self Lookup on Company Object

The Company object has a self lookup through the Parent Company on the Company object. You can use this feature while creating reports on fact object or unified fact object.

To use this enhancement:

  1. Expand the Company Id (Lookup).
  2. Expand the Parent Company (Lookup).
  3. Drag and drop the required fields from the Parent Company field.
  4. Click Run Report.

Mass Edit Report 8 (Parent Company ID).jpg

Timeline Activity Feed in Scorecards

Scorecards allow you to use timeline activity feed in Mass Edit Reports. To learn more about this feature, refer to the Scorecard Timeline Activity Feed article. To use Activity feed in a Mass Edit report, perform the following steps:

  1. Click the Overall Score or a Measure. A slide-out panel will open.
  2. In the Timeline section, click Add Activity to add any activity.

Mass Edit Report 9 (Timeline Activity).jpg

Migrating Scorecard Mass Edit Reports

You can migrate Scorecard Mass Edit Reports along with the report’s associated fields, measured filters, and measured groups using Gainsight's Migration feature. For more information about migrating these items, refer to the Migrating Scorecards 2.0 using Cross-Org article.

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    1. Analytics
    2. Mass Edit Report
    3. Scorecard