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. On the  Navigation Menu, expand  Portfolios and select Portfolio Analysis.
  2. On the Portfolio Analysis page, in a scorecard click Customize.

Last Published Wednesday, April 1, 2026