Entering Basic Scorecard Information

To create a new KPI scorecard, go to Customization > Centers and Tabs > KPI Scorecards > New. For more information, see Creating a KPI Scorecard. Then you can enter basic scorecard information at the top of the page.

To enter basic KPI scorecard information:

1. Enter a Name for the KPI scorecard. This name will appear as the title of portlets displaying this scorecard.

   By default, your name appears in the Owner dropdown list. If you are an administrator, you can define a different owner by selecting a different name.

2. If you want the KPI data to be calculated according to accounting periods rather then date ranges, check the Use Periods box.

   When Use Periods is selected:

   • The name of the Date Ranges subtab changes to Periods.

   • Only saved searches with a Period filter defined under Available Filters are available for use as custom KPIs in this scorecard.

   • You may encounter issues with KPI scorecard data if you have not set up accounting periods, or if you have not set the Report by Period preference to All Reports on the Analytics tab of the Set Preferences page.

3. (Optional) Enter a Description for the scorecard.

Related Topics

• Creating a KPI Scorecard
• Defining KPI Scorecard Comparisons
• Defining KPI Scorecard Formulas
• Defining KPI Scorecard Date Ranges or Periods
• Highlighting KPI Scorecard Results
• Sharing a Custom KPI Scorecard

General Notices