Viewing Past Performance Using Trend Data

Use the Trending Table tab on a Scorecard Details Report to view the previous scores, targets, and performance levels of measures on a scorecard. This provides a performance history.

  To access trending data:

  1. From the Browser View, select the scorecard as follows.

    • To view employee scorecard trend data, select Employee, and then employee.

    • To view accountability element or Strategy map trend data, select Map Type, then Map, and then element.

    • To view Strategy tree element trend data, select Strategy Trees, Strategy Tree, and then element.

  2. Select Scorecards and then scorecard.

  3. On the Scorecard Details Report that is displayed, select the Trending Table tab.

This information is displayed for each measure on the scorecard: