Specifying Measure and Target Frequencies

This topic describes how to apply frequency settings that determine when result and target values are expected to be entered, and the dates of which they are reflective. Your preferences are not applied to measures for which frequencies were defined.

  To apply frequencies:

  1. Select File, and then Scorecard Configuration.

  2. Select the Dates and Frequency tab.

  3. Apply the frequencies:

    • Collection Frequency—When result collectors are expected to enter result values, or when result values are meant to be available.

    • Measure Reporting Frequency—Dates of which result values are reflective. This enables you to ensure, for example, that sales figures for January are associated with January in reports even though result values are not entered until February.

    • Collection Extension—Time, in days, during which result values can be entered. For example, result collectors for a measure with a collection date of May 26 and a collection extension of three days, can enter results until May 29.

  4. If you defined a measure reporting frequency, specify the date with which to associate result values gathered after the collection frequency:

    • Associate collection dates after result dates—Display result values after dates generated by the collection frequency.

    • Associate collection dates before result dates—Display result values before dates generated by the collection frequency.

  5. Apply the target frequencies: see.

    • Target Collection Frequency—When target values are meant or expected be entered.

    • Target Reporting Frequency—Dates of which target values are reflective. This enables you to ensure, for example, that quarter-specific target values are associated with the correct month on reports, even if target values are not manually entered or gathered during that financial quarter.

    • Associate collection dates before result dates—Display target values before dates generated by the collection frequency.

      Target Collection Extension—Time, in days, during which targets values can be entered. For example, a target setter for a measure that has a collection date of September 15 and a collection extension of 6, has until September 21 to enter target values.

  6. If you defined a target reporting frequency, specify the date with which to associate target values gathered after the collection frequency:

    • Associate collection dates after result dates—Display target values after dates generated by the collection frequency.

    • Associate collection dates before result dates—Display target values before dates generated by the collection frequency.

  7. Click Save.