Customize Scorecard Dialog Box

Overview

The Customize Scorecard Dialog Box displays configurable options for viewing portfolio data in a scorecard. Use the following fields to modify your scorecard view.

Screen Elements

Columns Tab

See Customize Scorecard Columns Tab.

Group Tab

See Customize Scorecard Group Tab.

Waterline Tab

See Customize Scorecard Waterline Tab.

Getting Here

  1. Click Portfolios.
  2. On the Portfolios navigation bar, click Portfolio Analysis.
  3. On the Portfolio Analysis Settings area, select a scorecard in the View field.
  4. On the Portfolio Analysis Settings area, click More to access the Scorecard Settings area.
  5. On the Scorecard Settings area, click Customize.

Last Published Wednesday, July 10, 2024