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  3. Viewing or Editing Scorecard Objects and Data

Embedding Scorecards and Scorecard Objects

Scorecards, containers, and measures can be displayed on a web page, either as part of your organization’s website, or in their own web page hosted by Clear Impact.

Viewing embedded objects online does not require user authentication, so anyone can view whether or not they have a Clear Impact account. Viewers can see and interact with embedded data, but cannot make changes or download files. 


Note: Strategy maps can also be embedded.


 

To enable embedding for a scorecard and its objects, you’ll need to edit the scorecard, and edit its General settings. Toggle on the Enable Embed slider, and set the default expanded-level view. Be sure to save any changes.

 

 

To get embed codes for a scorecard, start by viewing the scorecard. At the top, choose Share / Embed. (You can also hide tags by choosing that option from the Options menu.)

 

 

The Embed window lists two embed codes, each with a Copy button. Embed Code is the HTML code you can insert into your own web page. Public Hosted Page is a dedicated URL, hosted by Clear Impact, which will display the scorecard. If the scorecard has file attachments, you can choose whether to share those files on the web page.

 


 

If a scorecard has embedding enabled, its containers and measures can be embedded individually.

To embed a result or program, view its container and choose Share / Embed.

 


 

As for a scorecard, the Embed window for a container also provides an Embed Code and Public Hosted Page URL.

 

 

When a container is displayed on a web page, each measure can be clicked to open its own page. The container can also be downloaded in PDF format.

 


 

To embed an indicator or performance measure, view the measure and choose Share / Embed.

 

 

Measure embed options include code or URL for the entire measure (including interactions, comparisons, and notes), or for just the static data graph.