How to include assessment scores in standard reports

If you have access to build reports (Reports > New report) in Salesforce, you're able to include data from the assessments made in ARPEDIO Sales. Below guide tells you how to do.

When selecting the Report Type, you need to select the relevant object and choose the type that includes Current assessment

Next you build your report by drag-drop fields from the left pane into the preview section. The assessment fields are in the folder, Current assessment: General.

It would be relevant to include some of these fields:

  • Overall score
  • Element score 1 - 15; these are the scores for each of the areas in the template (max 15 areas). You need to manually enter the title of the area in the report.
  • Suggested stage
  • Created by / Last modifed by
  • Created date / Last modified date

And that's it.

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