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This guide shows MSP staff how to find the companies that need attention in Client Health. Company portal users cannot open Client Health. They are sent to Home.

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Before you start

  • You need Client Health read access (read_customer_success) and the Client Health feature turned on for your tenant.
  • Client Health shows a published scorecard. It is not a live check of every device or service.
  • A new tenant needs one completed score refresh before the dashboard appears. See Refresh Client Health scores.

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Narrow the list to the companies you want

1

Open Client Health

In the sidebar, open MSP Tools > Client Success, then select the Health tab.
2

Pick a company scope

Use the company selector at the top of the app to choose Global View, an assigned group or one company.
3

Filter by company

Use the Company filter in the table header to pick companies within that scope.
4

Filter by company type or role

When they appear, use Company type and Filter by Role next to the table. Role choices filter companies by who holds that role. They do not change anyone’s permissions.
5

Page through the results

The table loads 50 companies per page. Use the page controls under the table for more.
Several values inside one filter can match. Different filters must all match. A combination with no matches shows an empty table. Changing the company scope clears the Company, Company type and Filter by Role selections. Check the risk and Limited data filters afterward if the table looks empty.

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Filter by risk or Limited data

1

Click a risk level

Click Thriving, Healthy, At Risk or Critical in the Risk Levels row. Click it again to clear it.
2

Or click Needs Attention

The Needs Attention card filters to At Risk and Critical together. Click it again to clear it.
3

Or click Limited data

The Limited data card finds companies without enough evidence for a score. Choosing it clears any risk filter. Choosing a risk level clears it.
You can also use the Risk Level filter in the table header to pick several levels at once. A table filtered to Critical can show fewer companies than the summary. Avg Health Score averages only companies that have a numeric score. A company with limited evidence can still carry a manual risk flag, so a company can be counted under a risk level and under Limited data.

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Use Spotlight

1

Open Spotlight

Click Spotlight to expand or collapse it.
2

Read the two lists

Each list shows up to five companies.
  • Needs Attention lists the lowest numeric scores. Companies with limited data are left out. Use the Limited data card to find them.
  • Most Improved lists the biggest score gains since the previous published scorecard of the same scoring model. The number shown is the company’s current score, not the size of the gain.
3

Open a company

Click a company to open its health details.
An empty Most Improved list means there is no earlier comparable score or no company improved.

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Traffic Light pilot

The Traffic Light column shows Amber or Red and the separate Purple flag for participating tenants. Green without Purple leaves the column blank. Open Traffic Light Review above the portfolio to review customers needing attention. The board follows the company selector. These statuses do not replace the calculated score or Risk Level.
Traffic Light is available only to tenants included in the pilot.
Company-scoped Client Health portfolio with a separate Traffic Light column showing Red and Purple
See Traffic Light Review for statuses and review logging.

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Read and arrange the table

1

Open a company

Click a row to read the company’s health details.
2

Hover a score

Hover a health or dimension score to see its supporting values. N/A means no score, not zero. Manual beside a risk level means someone set a risk flag.
3

Show or hide columns

Click Columns. Trend, Flag Reason and CSAT Response Rate are hidden until you turn them on.
4

Sort

Click a sortable header, such as Health Score or a dimension. Trend and the CSAT columns cannot be sorted.
A dimension column is missing when no company in scope has a score for it or the dimension is turned off in scoring settings. The CSAT columns also need Engagement to be on and CSAT responses to exist.

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Export the list to CSV

1

Apply your filters

Set the company scope and filters you want in the file.
2

Click Export CSV

The file includes every matching row across pages, up to 10,000 rows. If more companies match, narrow the filters and export in smaller sets.
3

Check the file

Check the row count before you share it. It can include internal scores and manual flag reasons.

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Troubleshooting

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Frequently asked questions

No. It is an MSP view. Company users are sent to Home.
Click Needs Attention, or filter the table by risk level. Use the Limited data card for companies with missing evidence.
No. It only filters the list. It does not change anyone’s access.
The risk and Limited data filters narrow the table. The summary covers the whole scope.
No. It follows the company scope only.
There may be no earlier comparable scorecard, or no company improved.
No. It exports all matching rows, up to 10,000.