Working with Comments in a Watchlist

You must have one of the following user type permissions:
  • BI Consumer

  • BI Author Limited

  • BI Author Developer

  • BI Tenant Administrator

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  1. Open or edit the scorecard. See "Opening or Editing a Scorecard".
  2. Open the object in which you want to work with comments and navigate to the appropriate pane or tab. For how to open an object, see "Opening Scorecard Objects".
  3. Ensure that the values that are displayed in the point of view area reflect the desired context for the comment. (For example, you might want to comment on a KPI status for the Eastern region.)
  4. To add a new comment:
    1. In the watchlist, right-click the Status cell to which you want to add the comment and select Add Comment.
    2. Complete the Add Comment dialog and click OK.
  5. To work with the comments that were previously added to an object, hover the mouse pointer over the Blue triangle in the upper-right corner of the cell in the Status column or, for a KPI, one of its columns.

    The Status window is displayed. From this window, you can:

    • Read the comments that were previously added.

    • Display the New Comment dialog to add a new comment by clicking New Comment.

    • Display the Reply dialog to reply to a comment by clicking the Reply link.

    • Pin the window so that it stays open by clicking the Pin button.