Sharing a Custom KPI Scorecard
You can define an audience for your KPI scorecard when you are creating a new scorecard or editing an existing scorecard. Members of that audience can display your custom scorecard in their KPI Scorecard portlets. You can base the audience definition on roles, departments, subsidiaries, groups, employees, or partners.
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To create a new KPI scorecard, go to Customization > Centers and Tabs > KPI Scorecards > New. For more information, see Creating a KPI Scorecard, and Entering Basic Scorecard Information.
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To edit an existing KPI scorecard, go to Customization > Centers and Tabs > KPI Scorecards and click Edit next to the KPI scorecard you want to edit.
To define an audience for a KPI scorecard:
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On the KPI Scorecard record, click the Audience subtab.
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Use the list boxes provided to define the audience with whom you want to share the portlet. You can check a Select All box to include everyone or select individual list items, holding down the Ctrl key. Keep in mind that the KPI audience defined prevails over the audience of the saved search the custom KPI is based on.
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Click Save.