Customize Watchlists

You can use the Watchlist Styles tab of the Scorecard Settings dialog to customize watchlists used on Scorecards, Objectives, Initiatives, Perspectives, Smart Watchlists, Custom Views, Strategy Tree Views, Strategy Maps, and Cause Effect Maps.

For each watchlist in a scorecard, you can customize watchlist styles, change the column order, display or hide columns, and change column labels at the following levels:

• Scorecard: Applies to all watchlists for the scorecard that do not have their own individual styles or column customizations.

• Individual Watchlist: Applies to an individual watchlist. The individual watchlist style overrides the scorecard level style

If no watchlist styles are set, the default style is used.

You can include the following format options to customize the watchlists:

• Font Name - You must enter the font name manually. You must a font name supported by a web browser used in your environment.

• Bold - Yes or No or Default

• Italic - Yes, or No or Default

• Border Style

• Border Color

• Font Color

• Background Color

You can set the above formats for individual cell (row and column) types independently and can apply different styles for alternate rows of the watchlist.

You can copy and paste styles from one cell to another, and with one click can apply a cell's style to the entire row. You can also set the styles for the header row and the selected (clicked on) row.

To customize watchlists:

1. Edit the scorecard for which you want to customize the watchlists.
2. Click the Scorecard Settings button in the Scorecard editor.
3. Click the Watchlist Styles tab.

   The Watchlist Styles tab is displayed.

4. Optional: From the Preset Styles list, select a style for your organization.
5. Optional: Check Show Object Type Icon to display the icon for KPI, Objective, or Initiative node types in the watchlist rows.
6. Optional: Check Enable Alternate Row Styling if you want to customize alternate row styles.
7. Use the View list, to show or hide columns or change column names.
   You can similarly use the View list above each watchlist to customize individual watchlists.
8. Use the Edit icons to format the following cell (row or column) types:
   • Summary - information displayed above the watchlist table
   • Various columns in the Column Header Row
   • Various columns in the Body Rows
   • Various columns in the Alternate Body Rows
   • The Selected (clicked on) Row
9. For each cell (row or column) type, choose the following:
   • Font Name - Manually enter the font name that is supported by your browser
   • Bold - Yes or No or Default
   • Italic - Yes or No or Default
   • Border Style
   • Font Color
   • Background Color
   • Border Color
10. Click Apply Styles and then click OK.