Reporting on scoring data

There are several business objects and queries to assist with reporting on scoring data.

Business Objects

Use the following business objects in IQA queries to create reports for Scoring data.

EngagementScoreCurrentData

Returns the current score and other information in one row per contact per score formula.

Table 1: EngagementScoreCurrentData business object properties
Property Description
ContactKey  
CategoryKey The unique identifier for the contact’s score category.
CategoryName
  • The name of the category associated with the contact’s score category.
    		•
    iMISID  
    EngagementScoreKey  
    Score
  • Score value reflecting all of the contact’s activity to date (as of the last time scores were calculated). This same score is used as the Score value in the Engagement Score Display content item.
    		•
    Percentile Relative percentile of the contact compared to other contacts (out of 100 percent). This same score is used as the Relative percentile in the Engagement Score Display content item.
    FirstEngagementMonth The first month when the contact had activity. The date value is always set to the first day of the month.
    MostRecentEngagementMonth The most recent month for which the contact has activity. The date value is always set to the first day of the month.

    EngagementScoreYearlyData

    Useful when reporting on historical scores for contacts by year. Returns one row per contact per score formula per year. ScoreYearDate is a date value set to the first day of the year.

    Table 2: EngagementScoreYearlyData business object properties
    Property Description
    ContactKey  
    CategoryKey The unique identifier for the contact’s score category.
    CategoryName The name of the category associated with the contact’s score category.
    iMISID  
    EngagementScoreKey  
    ScoreYear Integer value for the score year.
    ScoreYearDate Date value for the score year set to January 1 of that year.
    Score Score value reflecting all of the contact’s activity to date as of the score year.
    Percentile Relative percentile of the contact compared to other contacts (out of 100 percent) as of the score year.

    EngagementScoreMonthlyData

    Useful when reporting on historical scores for contacts by month. Returns one row per contact per score formula per month.

    Table 3: EngagementScoreMonthlyData business object properties
    Property Description
    ContactKey  
    CategoryKey The unique identifier for the contact’s score category.
    CategoryName
  • The name of the category associated with the contact’s score category.
    		•
    iMISID  
    EngagementScoreKey  
    ScoreYear
  • Integer value for the score year.
    		•
    ScoreMonth Integer value for the score month.
    ScoreMonthDate
  • Date value for the score year set to January 1 of that year.
    		•
    Score Score value reflecting all of the contact’s activity to date as of the score year.
    Percentile Relative percentile of the contact compared to other contacts (out of 100 percent) as of the score year.

    EngagementScoreResult

    Raw data for scoring. Includes all historical data for contacts’ scores by week and by score component. Does not include relative percentile scores. Includes rows that roll up score data for various groupings:

    • Rows with a null value for week return a score that represents the total for the specified month.
    • Rows with a null value for week and month return a score that represents the total for the year.
    • Rows with a null value for year, month, and week return a score that represents the total overall time. (current score).
    • Rows with a null value for score component return a score that represents the total for all components of the score.
    • Rows with a null value for ContactKey return a score that represents the total for all contacts.

    Queries

    To access the scoring queries, do the following:

    1. Go to RiSE > Intelligent Query Architect.
    2. Navigate through one of the following folder paths:
      • $/Common/Query Sources/Scoring:
        • Current scores - Return's each contact's current (all-time) score and percentile for each scoring formula.
        • Scores by month - Returns a score for each month per contact and scoring formula (if the contact's score is > 0 for that month).
        • Scores by year - Returns a score for each year per contact and s coring formula (if the contact's score is > 0 for that year).

    Tip! If you would like to modify a query to fit your needs, be sure to click Save As or make a copy (Organize > Copy, Organize > Paste). System queries are overwritten every upgrade, so any changes to system queries are not saved after each upgrade.

    Additional scoring queries are located at $/Samples/Engagement scores.

    Examples

    Use the following examples to understand how you can report on scoring data:

    What's next?

    Many of these business objects and queries are used on the out-of-the-box dashboards. See Engagement dashboards for details.