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Compyle Documentation
Scorecard 7.0 Documentation
Getting Started
Scorecards
Scorecard Objects
Entering Scorecard Data
Viewing and Editing Objects and Data
Actions
Tools
Administration
Scorecard 7 Reporting
Scorecard 7 API
Scorecard Video Tutorials
Compyle Documentation
Compyle Overview
Participants and Organizations
Data Collection
Analytics
Administration
Administration - Forms and Fields
Compyle Design
Scorecard Feeds
Compyle Release Notes
Referral Network (Compyle-to-Compyle Referrals)
Compyle Video Tutorials
Upgrade Webinars
Control Documentation
Control Overview
Control for Users
Control for Administrators
Unlimited Suite Documentation
Suite Implementation Materials
Rolling Up Data Across the Unlimited Suite Network
Scorecard 6.0 Documentation
Getting Started
Building Scorecards
General Features
Data Values
Administration
Actions & Project Management
FAQ
Reporting
Release Notes
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Help Center
Compyle Documentation
Scorecard 7.0 Documentation
Getting Started
Scorecards
Scorecard Objects
Entering Scorecard Data
Viewing and Editing Objects and Data
Actions
Tools
Administration
Scorecard 7 Reporting
Scorecard 7 API
Scorecard Video Tutorials
Compyle Documentation
Compyle Overview
Participants and Organizations
Data Collection
Analytics
Administration
Administration - Forms and Fields
Compyle Design
Scorecard Feeds
Compyle Release Notes
Referral Network (Compyle-to-Compyle Referrals)
Compyle Video Tutorials
Upgrade Webinars
Control Documentation
Control Overview
Control for Users
Control for Administrators
Unlimited Suite Documentation
Suite Implementation Materials
Rolling Up Data Across the Unlimited Suite Network
Scorecard 6.0 Documentation
Getting Started
Building Scorecards
General Features
Data Values
Administration
Actions & Project Management
FAQ
Reporting
Release Notes
Compyle Documentation
Knowledge base articles that demonstrate how to use Compyle.
Compyle Overview
User Interface
Participants
Organizations
Data Collection
Analytics
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Participants and Organizations
What are Participants and Organizations?
Creating a Participant
Creating an Organization
Importing Participants and Organizations
Automatic Participant Setup
Participant and Organization Lists
Filtering the Participants or Organizations List
Editing or Deleting a Participant or Organization
Folders: Viewing Participant or Organization Activity
Participant and Organization Groups
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Data Collection
What are Data Collections, Surveys, and Instances?
My Downloads
Data Collection List
Creating a Data Collection
Creating a Survey / Data CollectionTool
Adding Questions to a Survey / Data Collection Tool
Adding Participants to a New Survey / Data Collection Tool
Survey/Data Tool Responder Types
Starting the First Survey / Data Collection Tool Instance, and Emailing Participants
Notifying Participants of a Survey / Data Collection Tool Instance via URL
Participant Survey / Data Collection Tool Responses
Completing a Survey / Data Collection Tool on Behalf of Participants
Creating Additional Survey / Data Collection Tool Instances
Editing Survey / Data Collection Tool Details or Questions
Adding or Changing Participants for a Survey / Data Collection Tool Instance
(Prior to June 2022) Participant Instructions
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Analytics
What is a Compylation?
Compylations List
Creating a Compylation
Creating One or More Calculations
Types of Calculations
Editing a Calculation
Filtering Calculation Results
Segmenting Calculation Results
Creating a Compylation from a Note Type
Creating Participant Outcomes
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Administration
Instance Settings
Manage Users
Manage Roles
Clear Impact Control
Data Downloads
Email Templates
Manage and Merge Duplicates
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Administration - Forms and Fields
Participant and Organization Fields
Standard Participant and Organization Fields
Custom Participant and Organization Fields
Duplicate Check for Participants and Organizations
Note Types
Public Forms
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Compyle Design
Organizing Information in Compyle
Compyle Field Types
Time Periods and Frequencies
Printing Compyle Forms and Records
Scorecard Feeds
What is a Scorecard Feed?
Setting Up Scorecard Measures
Setting up Calculations for Scorecard Feeds
Creating a Scorecard Feed
Scorecard Feeds List
Feeding Data to Scorecard
Scorecard Measures with Scorecard Feeds
Archiving a Scorecard Feed
Troubleshooting Scorecard Feeds
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Compyle Release Notes
Compyle Release Notes - Hotfix Mini Release: Sept. 2023
Compyle Release Notes - Fields, Files, and Formatting: August 2023
Compyle Aug. 2023: Fields, Formatting, and Files - Upgrade Webinar Slide Deck
Compyle Duplicate Check Upgrade Webinar Slide Deck
Compyle Release Notes - April/May 2023
Compyle Release Notes - February 2023
Compyle Upgrade February 2023 Webinar - Slide Deck
Compyle Release Notes - Winter 2022
Compyle Upgrade Winter 2022 Webinar - Slide Deck
Compyle Hotfix Release Notes Sept. 2022
Compyle Release Notes - September 2022
Compyle Upgrade Webinar Slides - Sept. 2022
Compyle Release Notes - Summer 2022
Compyle Upgrade Webinar Slides - Summer 2022
Compyle Release Notes - Spring 2022
Compyle Release Notes - Winter 2021-2022
Compyle Upgrade Webinar Slides - Winter 2021-2022
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Referral Network (Compyle-to-Compyle Referrals)
Managing the Referral Network: Compyle-to-Compyle Referrals
Making Referrals: Referring Participants Through the Compyle-to-Compyle Referral Network
