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Scorecard Documentation

Scorecard Documentation

Knowledge base articles that demonstrate how to use Clear Impact Scorecard.

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

Scorecard Import Wizard

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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

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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

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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

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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

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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

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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

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Upgrade Notes

Scorecard 2023 Upgrade Notes

Scorecard 2024 Upgrade Notes

FAQ (Scorecard)

How To Restore an Earlier Version of a Note