As long as you have a date or period filter - and ...
# suiteanalyticsk
KevinJ of Kansas
03/19/2020, 2:19 PMAs long as you have a date or period filter - and that filter matches the scorecard type - then you should be able to add it if the search is public and returns only one result
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rickthewilliams
03/19/2020, 2:20 PMAll those things are true.
rickthewilliams
03/19/2020, 2:20 PMI can share a screenshot. Rebooting machine, screenshot to follow.
rickthewilliams
03/19/2020, 2:46 PMmessage has been deleted
k
KevinJ of Kansas
03/19/2020, 2:48 PMIs month a true date field?
KevinJ of Kansas
03/19/2020, 2:48 PMwait. nevermind
KevinJ of Kansas
03/19/2020, 2:48 PMfoot in mouth
KevinJ of Kansas
03/19/2020, 2:49 PMMaybe try switching browser and see if it's because of a cache issue that you aren't seeing it?
KevinJ of Kansas
03/19/2020, 2:51 PMAlso - maybe try switching the output type and turn off show totals, though that shouldn't matter.
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rickthewilliams
03/19/2020, 3:01 PMI appreciate all of those suggestions. and will attempt them all.
rickthewilliams
03/19/2020, 3:26 PMI am attempting to surface this on a customer dashboard.
I suspect my issue is related to using a custom field for the customer that I want it to process as an entity record.
k
KevinJ of Kansas
03/19/2020, 3:30 PMOh.
KevinJ of Kansas
03/19/2020, 3:31 PMMight need an additional filter for client
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rickthewilliams
03/19/2020, 3:43 PMI missed flagging the customer a parent to the custom field. When I added this, it all cleared up.
Appreciate the responses.