---
title: Creating a Scorecard
description: "Note: This article covers creating a scorecard from scratch. There are also several scorecard templates you can look through, which may be suitable for your organization, after editing as needed. You"
---

[Skip to content](https://support.clearimpact.com/en/2023-creating-a-scorecard#main-content)

English

Show submenu for translations

[Contact Support](https://support.clearimpact.com/en/kb-tickets/new?hsLang=en)

[![Clear-Impact-Logo-Wide-Tagline-RGB.png\]](https://support.clearimpact.com/hs-fs/hubfs/images/Clear-Impact-Logo-Wide-Tagline-RGB.png?height=40&name=Clear-Impact-Logo-Wide-Tagline-RGB.png)](https://support.clearimpact.com/?hsLang=en)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Contact Support](https://support.clearimpact.com/en/kb-tickets/new)
- [Help Desk](https://support.clearimpact.com/en/kb-tickets/new)

[Help Desk](https://support.clearimpact.com/en/kb-tickets/new?hsLang=en)

 Hi, how can we help you?

- There are no suggestions because the search field is empty.

1. [Help Center](https://support.clearimpact.com/en?hsLang=en)
2. [Scorecard Documentation](https://support.clearimpact.com/en/scorecard-documentation?hsLang=en)
3. [Scorecards](https://support.clearimpact.com/en/scorecard-documentation?hsLang=en#scorecards)

# Creating a Scorecard

*Note: This article covers creating a scorecard from scratch. There are also several [scorecard templates](https://support.clearimpact.com/en/2023-templates?hsLang=en) you can look through, which may be suitable for your organization, after editing as needed.* *You can also import scorecard objects using the [Scorecard Wizard](https://support.clearimpact.com/en/scorecard-wizard?hsLang=en).*

 

A [scorecard](https://support.clearimpact.com/en/what-is-a-scorecard-1?hsLang=en) is a collection of one or more [containers](https://support.clearimpact.com/en/2023-adding-a-new-container-to-a-scorecard?hsLang=en), each of which can hold either a [result or program](https://support.clearimpact.com/en/2023-results-and-programs?hsLang=en) plus its associated [measures](https://support.clearimpact.com/en/2023-indicators-and-performance-measures?hsLang=en). A result container typically includes one or more indicators, while a program container typically contains one or more performance measures.

![](https://support.clearimpact.com/hs-fs/hubfs/Screenshot%202025-11-05%20at%2010-32-35%E2%80%AFAM-png.png?width=1250&height=898&name=Screenshot%202025-11-05%20at%2010-32-35%E2%80%AFAM-png.png)

 

*Note:  “Result,” “program,” “indicator,” and “performance measure” are default terms. Admin users can [modify or add terminology](https://support.clearimpact.com/en/2023-object-types?hsLang=en) to suit your methodology or preferences. *

 

All Scorecard objects can be created on the fly, and once created, can be used in other scorecards and containers. All scorecard objects [can also be copied](https://support.clearimpact.com/en/2023-copying-scorecard-objects?hsLang=en).

To create a new scorecard, choose **Objects / Scorecards** from the top menu.

![](https://support.clearimpact.com/hs-fs/hubfs/Screenshot%202025-11-05%20at%2010-33-01%E2%80%AFAM-png.png?width=569&height=235&name=Screenshot%202025-11-05%20at%2010-33-01%E2%80%AFAM-png.png)

This opens the [**Scorecards** list](https://support.clearimpact.com/en/2023-scorecards-list?hsLang=en). At the top right, click **Add Scorecard / Add New Scorecard**.

![](https://support.clearimpact.com/hs-fs/hubfs/Screenshot%202025-11-05%20at%2010-33-25%E2%80%AFAM-png.png?width=1232&height=326&name=Screenshot%202025-11-05%20at%2010-33-25%E2%80%AFAM-png.png)

*Note: The other option in this dropdown menu is [Scorecard Wizard](https://support.clearimpact.com/en/scorecard-wizard?hsLang=en), which is an import process.*

Keep in mind that any initial details you set up for a scorecard can be changed at any time later, by [editing the scorecard](https://support.clearimpact.com/en/2023-editing-a-scorecard-or-container?hsLang=en).

 

In the **General** tab, assign a name and an optional description. All HTML editing tools are available, such as text formatting, hyperlinks, bullets or lists, images, etc.

![](https://support.clearimpact.com/hs-fs/hubfs/Screenshot%202025-11-05%20at%2010-34-01%E2%80%AFAM-png.png?width=1258&height=656&name=Screenshot%202025-11-05%20at%2010-34-01%E2%80%AFAM-png.png)

 

Below the **Description** field are several additional options, starting with **Parent Scorecard**.

A scorecard can be configured as stand-alone (no parent scorecard) or with [“parent-child” hierarchy](https://support.clearimpact.com/en/2023-scorecard-hierarchy?hsLang=en). The hierarchy setup typically involves using a blank scorecard as the parent that contains multiple child scorecards. In this example, the scorecard will be added to the broader “Educational Programs” category of scorecards. 

You can also choose whether this scorecard can be [embedded](https://support.clearimpact.com/en/2023-embedding-scorecards-and-scorecard-objects?hsLang=en) in a website or social media platform, and whether the [accountability score](https://support.clearimpact.com/en/2023-scorecard-accountability-scoring?hsLang=en) will be enabled. 

![](https://support.clearimpact.com/hs-fs/hubfs/Screenshot%202025-11-05%20at%2010-34-44%E2%80%AFAM-png.png?width=568&height=151&name=Screenshot%202025-11-05%20at%2010-34-44%E2%80%AFAM-png.png)

The last step is to choose the [scorecard data columns](https://support.clearimpact.com/en/2023-scorecard-columns?hsLang=en) that will be displayed. There are 11 columns to choose from, and up to six can be displayed at a time, though typically you’ll only need two to four. You can always change scorecard columns later,  when [editing the scorecard](https://support.clearimpact.com/en/2023-editing-a-scorecard-or-container?hsLang=en), if you want to present data in different ways. 

![](https://support.clearimpact.com/hs-fs/hubfs/Screenshot%202025-11-05%20at%2010-35-17%E2%80%AFAM-png.png?width=1324&height=322&name=Screenshot%202025-11-05%20at%2010-35-17%E2%80%AFAM-png.png)

*Note: Admin users can [configure which columns](https://support.clearimpact.com/en/2023-column-settings?hsLang=en) are available, and which are enabled by default.*

 

In the **Users** tab, you can select the users who can access this scorecard. If the **Has Access** field is left empty, then all users will have access. By default, admin users automatically have access to all scorecards. User roles, as well as scorecard permissions, can be set in the [**Users** list](https://support.clearimpact.com/en/2023-users?hsLang=en) (admin users only).

![](https://support.clearimpact.com/hs-fs/hubfs/Screenshot%202025-11-05%20at%2010-35-37%E2%80%AFAM-png.png?width=542&height=212&name=Screenshot%202025-11-05%20at%2010-35-37%E2%80%AFAM-png.png)

To finish, go back to the top and click **Create**. 

![](https://support.clearimpact.com/hs-fs/hubfs/Screenshot%202025-11-05%20at%2010-36-06%E2%80%AFAM-png.png?width=1244&height=274&name=Screenshot%202025-11-05%20at%2010-36-06%E2%80%AFAM-png.png)

 

This brings you to the scorecard editing page, open to the **General** tab. You can click **Edit** to change any fields in this tab, or click **Users** to change user access. Clicking **Back to Scorecard** will take you to the [scorecard view](https://support.clearimpact.com/en/2023-viewing-a-scorecard?hsLang=en).

![](https://support.clearimpact.com/hs-fs/hubfs/Screenshot%202025-11-05%20at%2010-36-29%E2%80%AFAM-png.png?width=523&height=310&name=Screenshot%202025-11-05%20at%2010-36-29%E2%80%AFAM-png.png)

Below the summary and columns is the **Containers** section, where you can add containers for your results and indicators, and/or programs and performance measures. Containers can be [created from scratch](https://support.clearimpact.com/en/2023-adding-a-new-container-to-a-scorecard?hsLang=en) or you can [bring in existing containers](https://support.clearimpact.com/en/2023-adding-an-existing-container-to-a-scorecard?hsLang=en).

 

![](https://support.clearimpact.com/hs-fs/hubfs/Screenshot%202025-11-05%20at%2010-38-09%E2%80%AFAM-png.png?width=1262&height=196&name=Screenshot%202025-11-05%20at%2010-38-09%E2%80%AFAM-png.png)

The new scorecard will now appear on the [**Scorecards** list](https://support.clearimpact.com/en/2023-scorecards-list?hsLang=en). If the scorecard has a parent, it will be listed under that parent. 

![](https://support.clearimpact.com/hs-fs/hubfs/Screenshot%202025-11-05%20at%2010-38-31%E2%80%AFAM-png.png?width=1258&height=550&name=Screenshot%202025-11-05%20at%2010-38-31%E2%80%AFAM-png.png)

 

- [Scorecard Documentation](https://support.clearimpact.com/en/scorecard-documentation?hsLang=en#main-content)

    - [Getting Started](https://support.clearimpact.com/en/scorecard-documentation?hsLang=en#getting-started)
    - [Scorecards](https://support.clearimpact.com/en/scorecard-documentation?hsLang=en#scorecards)
    - [Scorecard Objects](https://support.clearimpact.com/en/scorecard-documentation?hsLang=en#scorecard-objects)
    - [Entering Scorecard Data and Notes](https://support.clearimpact.com/en/scorecard-documentation?hsLang=en#entering-scorecard-data-and-notes)
    - [Viewing or Editing Scorecard Objects and Data](https://support.clearimpact.com/en/scorecard-documentation?hsLang=en#viewing-or-editing-scorecard-objects-and-data)
    - [Actions](https://support.clearimpact.com/en/scorecard-documentation?hsLang=en#actions)
    - [Reports](https://support.clearimpact.com/en/scorecard-documentation?hsLang=en#reports)
    - [Tools](https://support.clearimpact.com/en/scorecard-documentation?hsLang=en#tools)
    - [Site-Level Settings](https://support.clearimpact.com/en/scorecard-documentation?hsLang=en#site-level-settings)
    - [API](https://support.clearimpact.com/en/scorecard-documentation?hsLang=en#api)
    - [Upgrade Notes](https://support.clearimpact.com/en/scorecard-documentation?hsLang=en#upgrade-notes)
    - [FAQ (Scorecard)](https://support.clearimpact.com/en/scorecard-documentation?hsLang=en#faq-scorecard)
- [Scorecard Video Tutorials](https://support.clearimpact.com/en/scorecard-video-tutorials?hsLang=en#main-content)

    - [Upgrade Videos](https://support.clearimpact.com/en/scorecard-video-tutorials?hsLang=en#upgrade-videos)
    - [Training Videos](https://support.clearimpact.com/en/scorecard-video-tutorials?hsLang=en#training-videos)
    - [Customer Success Stories](https://support.clearimpact.com/en/scorecard-video-tutorials?hsLang=en#customer-success-stories)
- [Compyle Documentation](https://support.clearimpact.com/en/compyle-documentation?hsLang=en#main-content)

    - [Compyle Overview](https://support.clearimpact.com/en/compyle-documentation?hsLang=en#compyle-overview)
    - [Participants, Households, and Organizations](https://support.clearimpact.com/en/compyle-documentation?hsLang=en#participants-households-and-organizations)
    - [Data Collection](https://support.clearimpact.com/en/compyle-documentation?hsLang=en#data-collection)
    - [Analytics](https://support.clearimpact.com/en/compyle-documentation?hsLang=en#analytics)
    - [Administration](https://support.clearimpact.com/en/compyle-documentation?hsLang=en#administration)
    - [Administration - Forms and Fields](https://support.clearimpact.com/en/compyle-documentation?hsLang=en#administration-forms-and-fields)
    - [Scorecard Feeds](https://support.clearimpact.com/en/compyle-documentation?hsLang=en#scorecard-feeds)
    - [Compyle Release Notes](https://support.clearimpact.com/en/compyle-documentation?hsLang=en#compyle-release-notes)
    - [FAQ (Compyle)](https://support.clearimpact.com/en/compyle-documentation?hsLang=en#faq-compyle)
    - [Referral Network (Compyle-to-Compyle Referrals)](https://support.clearimpact.com/en/compyle-documentation?hsLang=en#referral-network-compyle-to-compyle-referrals)
- [Compyle Video Tutorials](https://support.clearimpact.com/en/compyle-video-tutorials?hsLang=en#main-content)

    - [Compyle Overview Videos](https://support.clearimpact.com/en/compyle-video-tutorials?hsLang=en#compyle-overview-videos)
    - [Upgrade Webinars](https://support.clearimpact.com/en/compyle-video-tutorials?hsLang=en#upgrade-webinars)
- [Control Documentation](https://support.clearimpact.com/en/control-documentation?hsLang=en#main-content)

    - [Control Overview](https://support.clearimpact.com/en/control-documentation?hsLang=en#control-overview)
    - [Control for Users](https://support.clearimpact.com/en/control-documentation?hsLang=en#control-for-users)
    - [Control for Administrators](https://support.clearimpact.com/en/control-documentation?hsLang=en#control-for-administrators)
    - [Control FAQ](https://support.clearimpact.com/en/control-documentation?hsLang=en#control-faq)
    - [Clear Impact Suite Overview](https://support.clearimpact.com/en/control-documentation?hsLang=en#clear-impact-suite-overview)
    - [Suite Release Notes](https://support.clearimpact.com/en/control-documentation?hsLang=en#suite-release-notes)
- [Showcase Documentation](https://support.clearimpact.com/en/showcase-documentation?hsLang=en)
- [Unlimited Suite Documentation](https://support.clearimpact.com/en/unlimited-suite-documentation?hsLang=en#main-content)

    - [Suite Implementation Materials](https://support.clearimpact.com/en/unlimited-suite-documentation?hsLang=en#suite-implementation-materials)
    - [Managing Partner/Child Sites](https://support.clearimpact.com/en/unlimited-suite-documentation?hsLang=en#managing-partner-child-sites)
    - [Rolling Up Data Across the Unlimited Suite Network](https://support.clearimpact.com/en/unlimited-suite-documentation?hsLang=en#rolling-up-data-across-the-unlimited-suite-network)
- [Clear Impact Live Training](https://support.clearimpact.com/en/clear-impact-live-training?hsLang=en#main-content)

    - [Free and Customized Training](https://support.clearimpact.com/en/clear-impact-live-training?hsLang=en#free-and-customized-training)
    - [Software Courses](https://support.clearimpact.com/en/clear-impact-live-training?hsLang=en#software-courses)
- [Collaborate with Clear Impact](https://support.clearimpact.com/en/collaborate-with-clear-impact?hsLang=en#main-content)

    - [Coming Attractions & Sneak Peeks](https://support.clearimpact.com/en/collaborate-with-clear-impact?hsLang=en#coming-attractions-sneak-peeks)
    - [Resources & Results](https://support.clearimpact.com/en/collaborate-with-clear-impact?hsLang=en#resources-results)

[![Logo\_ClearImpact\_White](https://support.clearimpact.com/hs-fs/hubfs/Logo_ClearImpact_White.png?width=341&height=80&name=Logo_ClearImpact_White.png "Logo_ClearImpact_White")](http://www.clearimpact.com)

Clear Impact Help Center | support@clearimpact.com

<https://www.linkedin.com/company/clear-impact-llc/posts/?feedView=all> <https://clearimpact.com/resources/turning-curves-podcast/> <https://clearimpact.com/social-sector-hero/>

Copyright © 2025, Clear Impact, Inc. LLC.