The Scorecard Performance Report provides the status and score of the scorecards that you can view. To open the report, select Reports, and then select Scorecard Performance. The report displays scorecards by type in Employee, Accountability, and Strategy Scorecard hierarchies. You can perform these tasks:
Expand and drill-down on a scorecard to view the measures or scorecards used on the scorecard.
Access details about each measure on a scorecard by selecting the measure. See Using Measure Detail Reports.
Access details about lower-level scorecards used on a scorecard by selecting the scorecard. See Using a Scorecard Details Report.
To select an employee's primary, personal scorecard that monitors their performance, select Employee Scorecards and then employee.
View previous scorecard performance by selecting the corresponding performance indicator.
Select the notes icon,
, to read and respond to scorecard-related notes.Change the content displayed by selecting Edit, then Customize and any of these options:
Group Scorecards By—Display scorecards by type or category. Select No Grouping to list scorecards alphabetically.
Scorecard Name—Display scorecard names
Scorecard Notes—Indicate if notes regarding scorecards exist
Scorecard Status—Display the performance indicators that reflect scorecard performance levels
Scorecard Score—Display the scores of each scorecard
Scorecard Trend—Display trend symbols that indicate if performance has improved, declined, or remained the same.
Show status as background color— Display the color selected for the performance indicator in the score cell