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Scorecard Documentation
Scorecard Documentation
Getting Started
Scorecards
Scorecard Objects
Entering Scorecard Data and Notes
Viewing or Editing Scorecard Objects and Data
Actions
Reports
Tools
Site-Level Settings
API
Upgrade Notes
Scorecard Video Tutorials
Upgrade Videos
Compyle Documentation
Compyle Overview
Participants and Organizations
Data Collection
Analytics
Administration
Administration - Forms and Fields
Scorecard Feeds
Compyle Release Notes
FAQ
Referral Network (Compyle-to-Compyle Referrals)
Compyle Video Tutorials
Compyle Overview Videos
Upgrade Webinars
Control Documentation
Control Overview
Control for Users
Control for Administrators
Unlimited Suite Documentation
Suite Implementation Materials
Managing Partner/Child Sites
Rolling Up Data Across the Unlimited Suite Network
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Help Center
Scorecard Documentation
Scorecard Documentation
Getting Started
Scorecards
Scorecard Objects
Entering Scorecard Data and Notes
Viewing or Editing Scorecard Objects and Data
Actions
Reports
Tools
Site-Level Settings
API
Upgrade Notes
Scorecard Video Tutorials
Upgrade Videos
Compyle Documentation
Compyle Overview
Participants and Organizations
Data Collection
Analytics
Administration
Administration - Forms and Fields
Scorecard Feeds
Compyle Release Notes
FAQ
Referral Network (Compyle-to-Compyle Referrals)
Compyle Video Tutorials
Compyle Overview Videos
Upgrade Webinars
Control Documentation
Control Overview
Control for Users
Control for Administrators
Unlimited Suite Documentation
Suite Implementation Materials
Managing Partner/Child Sites
Rolling Up Data Across the Unlimited Suite Network
Scorecard Documentation
Knowledge base articles that demonstrate how to use Clear Impact Scorecard. (Updated October 2023)
Getting Started
What is a Scorecard?
Dashboard
Preferences
Scorecard Instances
Scorecard Backups and Data Restoration
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Scorecards
Scorecard Hierarchy
Creating a Scorecard
Adding a New Container to a Scorecard
Adding an Existing Container to a Scorecard
Shared Containers and Measures
Scorecard Columns
Scorecards List
Scorecard Accountability Scoring
See more
Scorecard Objects
Results and Programs
Searching for Scorecard "Objects" - Results, Programs, Custom Object Types
Creating a Result or Program from Scratch
Indicators and Performance Measures
Variables
Indicator, Program Measure, or Variable Lists
Creating a Measure from Scratch
Copying Scorecard Objects
Tags
See more
Entering Scorecard Data and Notes
Entering or Editing Data Values and Target Values for a Measure
Creating Calculated Data Values for a Measure
Creating Accumulated Calculations
Creating Custom Calculations
Creating Calculated Data Values Using Variables
Entering Forecast Values for a Measure
Adding Notes to Scorecard Objects
See more
Viewing or Editing Scorecard Objects and Data
Viewing a Scorecard
Editing a Scorecard or Container
Viewing or Editing a Result or Program
Viewing or Editing a Measure
Graph Settings and Color Bands
Trend Line Comparison / Show Comparison Chart
Strategy Map
Embedding Scorecards and Scorecard Objects
See more
Actions
Creating an Action
Action Manager
Gantt Chart
Reports
What are Reports?
Default Reports
Customizing a Default Report
Creating a Custom Report
Scheduling a Report
See more
Tools
RBA Resources and DVD Stream
Templates
Site-Level Settings
Users
General Settings
Instance Dashboard
Instance Info
Import Users
Import Data
Reporting Frequencies
Notes
Column Settings
Graph Settings
Global Color Bands
Action Custom Fields
Files
Object Types
Common Terms
API
Partner Connect
Refer Clear Impact
Delete Log
Embed Views
Scorecard Copy Log
Control
Multi-Instance License Mgmt
Object Lookup
User Lookup
See more
API
API: Overview and Authentication
API: Scorecards
API: Containers
API: Results
API: Programs
API: Indicators
API: Performance Measures
API: Measures
API: Tags
API: Actions
API: Users
API: Import Data Values
API: Export Data Values
API: Development Tips
See more
Upgrade Notes
Scorecard 2023 Upgrade Notes
Scorecard 2024 Upgrade Notes
