Is it possible to report on aggregate health changes over time?

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  • Robyn Fernandez

    Great question.  To accomplish this the first step is to create 3 segments 1. Accounts in Good Health 2. Accounts in Poor Health and 3. Accounts in Average Health.  Once that is complete you will be able to create your report including breakdowns by CSM, Territory or other attributes that meaningful to you. Here is a help article for more information

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