While in any section of the Scorecard user interface, the name of the most recently opened scorecard appears at the top left. Clicking this name opens the scorecard.
The easiest way to open a different scorecard is to click the drop-down arrow next to the name of the most recently opened scorecard. This opens the list of all scorecards, where you can expand parent scorecards if needed and click the scorecard you want to view.
When using the drop-down scorecard list, you can also enter a keyword in the search field. This will automatically locate relevant scorecards even when nested inside parent scorecards.
You can also find a scorecard in the Scorecards list. Browse the list to find the scorecard you want, or use the search field to narrow the list. Clicking the scorecard name or its View button opens the scorecard.
This opens the scorecard page. If this is a scorecard you’ll want to access often, clicking the star icon to the left of the scorecard name will mark the scorecard as a favorite. Favorite scorecards, as well as favorite measures, are listed on your Dashboard.
Along the top are several scorecard options.
- Export: Options to export the spreadsheet as a multiple-tab or one-tab Excel file, a spreadsheet of most recent values, or PDF or Charts PDF.
- Share: Get embed codes for sharing the scorecard on a site hosted by you or by Clear Impact
- Options: Hide tags or initiate calculations for all calculated measures
- Edit: Options to edit scorecard details and settings
The slider can be used to adjust the level of displayed detail, from a minimum of only container dividers, to the maximum level of detail showing all data and notes for all measures.
Results and programs have a Note icon next to their name. Clicking this icon expands the list of notes, and clicking on a note name opens its text.
If enabled, the Engagement Score and Impact Score appear below the scorecard name. The engagement score defines the activity level of users responsible for keeping the scorecard up to date, and the impact score indicates whether progress is being made in terms of the indicators and performance measures. Clicking either value presents score breakdowns.
You can also switch the scorecard view to Strategy Map for creating a presentation, Gantt Chart for a timeline view of scorecard actions, or Scorecard Tiles.
In Scorecard Tiles view, each indicator or performance measure is shown with its data in its own tile, each of which can be expanded by clicking the icon at the top right.
While in Strategy Map or Gantt Chart views, you can switch views via the options at the top left. Clicking the Scorecard name in the menu bar brings back the default Scorecard View.
