---
title: Scorecard Documentation | Help Center
description: Knowledge base articles that demonstrate how to use Clear Impact Scorecard.
---

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1. [Help Center](https://support.clearimpact.com/en)
2. [Scorecard Documentation](https://support.clearimpact.com/en/scorecard-documentation)

# Scorecard Documentation

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

## Getting Started

- [Scorecard Dashboard Widgets](https://support.clearimpact.com/en/scorecard-dashboard-widgets)
- [What is a Scorecard?](https://support.clearimpact.com/en/what-is-a-scorecard-1)
- [User Interface and Dashboard](https://support.clearimpact.com/en/2023-dashboard)
- [Preferences](https://support.clearimpact.com/en/2023-preferences)
- [Scorecard Instances](https://support.clearimpact.com/en/2023-scorecard-instances)
- [Scorecard Backups and Data Restoration](https://support.clearimpact.com/en/2023-scorecard-backups-and-data-restoration)
- [Clear Impact Account](https://support.clearimpact.com/en/2023-control)

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## Scorecards

- [Scorecard Hierarchy](https://support.clearimpact.com/en/2023-scorecard-hierarchy)
- [Creating a Scorecard](https://support.clearimpact.com/en/2023-creating-a-scorecard)
- [Scorecard Wizard](https://support.clearimpact.com/en/scorecard-wizard)
- [Adding a New Container to a Scorecard](https://support.clearimpact.com/en/2023-adding-a-new-container-to-a-scorecard)
- [Adding an Existing Container to a Scorecard](https://support.clearimpact.com/en/2023-adding-an-existing-container-to-a-scorecard)
- [Shared Containers and Measures](https://support.clearimpact.com/en/2023-shared-containers-and-measures)
- [Scorecard Columns](https://support.clearimpact.com/en/2023-scorecard-columns)
- [Scorecards List](https://support.clearimpact.com/en/2023-scorecards-list)
- [Scorecard Accountability Scoring](https://support.clearimpact.com/en/2023-scorecard-accountability-scoring)

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## Scorecard Objects

- [Results and Programs](https://support.clearimpact.com/en/2023-results-and-programs)
- [Results or Programs Lists](https://support.clearimpact.com/en/2023-results-or-programs-lists)
- [Creating a Result or Program from Scratch](https://support.clearimpact.com/en/2023-creating-a-result-or-program-from-scratch)
- [Indicators and Performance Measures](https://support.clearimpact.com/en/2023-indicators-and-performance-measures)
- [Variables](https://support.clearimpact.com/en/2023-variables)
- [Indicator, Program Measure, or Variable Lists](https://support.clearimpact.com/en/2023-indicator-program-measure-or-variable-lists)
- [Creating a Measure from Scratch](https://support.clearimpact.com/en/2023-creating-a-measure-from-scratch)
- [Copying Scorecard Objects](https://support.clearimpact.com/en/2023-copying-scorecard-objects)
- [Tags](https://support.clearimpact.com/en/2023-tags)
- [Object Lookup](https://support.clearimpact.com/en/2023-object)

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## Entering Scorecard Data and Notes

- [Entering or Editing Data Values and Target Values for a Measure](https://support.clearimpact.com/en/2023-entering-data-values-and-target-values-for-a-measure)
- [Creating Calculated Data Values for a Measure](https://support.clearimpact.com/en/2023-creating-calculated-data-values-for-a-measure)
- [Editing Calculated Data Values for a Measure](https://support.clearimpact.com/en/editing-calculated-data-values-for-a-measure)
- [Creating Accumulated Calculations](https://support.clearimpact.com/en/2023-creating-accumulated-calculations)
- [Creating Custom Calculations](https://support.clearimpact.com/en/2023-creating-custom-calculations)
- [Creating Calculated Data Values Using Variables](https://support.clearimpact.com/en/2023-creating-calculated-data-values-using-variables)
- [Entering Forecast Values for a Measure](https://support.clearimpact.com/en/2023-entering-forecast-values-for-a-measure)
- [Adding Notes to Scorecard Objects](https://support.clearimpact.com/en/2023-adding-notes-to-scorecard-objects)
- [Adding Notes with AI Assist](https://support.clearimpact.com/en/adding-notes-with-ai-assist)

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## Viewing or Editing Scorecard Objects and Data

- [Viewing a Scorecard](https://support.clearimpact.com/en/2023-viewing-a-scorecard)
- [Editing a Scorecard or Container](https://support.clearimpact.com/en/2023-editing-a-scorecard-or-container)
- [Viewing or Editing a Result or Program](https://support.clearimpact.com/en/2023-viewing-or-editing-a-result-or-program)
- [Viewing or Editing a Measure](https://support.clearimpact.com/en/2023-viewing-or-editing-a-measure)
- [Graph Settings and Color Bands](https://support.clearimpact.com/en/2023-graph-settings-and-color-bands)
- [Compared Measures](https://support.clearimpact.com/en/2023-trend-line-comparison-/-show-comparison-chart)
- [Comparison-Only Measures](https://support.clearimpact.com/en/comparison-only-measures)
- [AI Assist for Data Interpretation](https://support.clearimpact.com/en/ai-assist-for-data-interpretation)
- [Strategy Map](https://support.clearimpact.com/en/2023-strategy-map)
- [Embedding Scorecards and Scorecard Objects](https://support.clearimpact.com/en/2023-embedding-scorecards-and-scorecard-objects)

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## Actions

- [Creating an Action](https://support.clearimpact.com/en/2023-creating-an-action)
- [Action Manager](https://support.clearimpact.com/en/2023-action-manager)
- [Gantt Chart](https://support.clearimpact.com/en/2023-gantt-chart)

## Reports

- [What are Reports?](https://support.clearimpact.com/en/2023-what-are-reports)
- [Default Reports](https://support.clearimpact.com/en/2023-default-reports)
- [Customizing a Default Report](https://support.clearimpact.com/en/2023-customizing-a-default-report)
- [Creating a Custom Report](https://support.clearimpact.com/en/2023-creating-a-custom-report)
- [Scheduling a Report](https://support.clearimpact.com/en/2023-scheduling-a-report)

## Tools

- [RBA Resources](https://support.clearimpact.com/en/2023-rba-resources-and-dvd-stream)
- [Templates](https://support.clearimpact.com/en/2023-templates)

## Site-Level Settings

- [Users, Roles, and Permissions](https://support.clearimpact.com/en/2023-users)
- [General Settings](https://support.clearimpact.com/en/2023-general-settings)
- [Instance Dashboard](https://support.clearimpact.com/en/2023-instance-dashboard)
- [Import Users](https://support.clearimpact.com/en/2023-import-users)
- [Import Data ](https://support.clearimpact.com/en/2023-import-data)
- [Reporting Frequencies](https://support.clearimpact.com/en/2023-reporting-frequencies)
- [Notes](https://support.clearimpact.com/en/2023-notes)
- [Column Settings](https://support.clearimpact.com/en/2023-column-settings)
- [Graph Settings](https://support.clearimpact.com/en/2023-graph-settings)
- [Global Color Bands](https://support.clearimpact.com/en/2023-global-color-bands)
- [Action Custom Fields](https://support.clearimpact.com/en/2023-action-custom-fields)
- [Object Types](https://support.clearimpact.com/en/2023-object-types)
- [Common Terms](https://support.clearimpact.com/en/2023-common-terms)
- [Files](https://support.clearimpact.com/en/2023-files)
- [Download Center: Exporting Scorecard Data](https://support.clearimpact.com/en/exporting-scorecard-data-files)
- [API](https://support.clearimpact.com/en/2023-api)
- [Partner Connect](https://support.clearimpact.com/en/2023-partner-connect)
- [User Activity](https://support.clearimpact.com/en/user-activity)
- [Delete Log](https://support.clearimpact.com/en/2023-delete-log)
- [Embed Views](https://support.clearimpact.com/en/2023-embed-views)
- [Scorecard Copy Log](https://support.clearimpact.com/en/2023-scorecard-copy-log)
- [Scorecard Calculations Log](https://support.clearimpact.com/en/scorecard-calculations-log)
- [Instance Info](https://support.clearimpact.com/en/2023-instance-info)
- [Billing](https://support.clearimpact.com/en/billing)
- [Multi-Instance License Mgmt](https://support.clearimpact.com/en/2023-multi-instance-license-mgmt)
- [User Lookup](https://support.clearimpact.com/en/2023-user-lookup)

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## API

- [API: Overview and Authentication](https://support.clearimpact.com/en/2023-api-overview)
- [API: Scorecards](https://support.clearimpact.com/en/2023-api-scorecards)
- [API: Containers](https://support.clearimpact.com/en/2023-api-containers)
- [API: Measures](https://support.clearimpact.com/en/2023-api-measures)
- [API: Tags](https://support.clearimpact.com/en/2023-api-tags)
- [API: Actions](https://support.clearimpact.com/en/2023-api-actions)
- [API: Users](https://support.clearimpact.com/en/2023-api-users)
- [API: Import Data Values](https://support.clearimpact.com/en/2023-api-import-data-values)
- [API: Export Data Values](https://support.clearimpact.com/en/2023-api-export-data-values)
- [API: Development Tips](https://support.clearimpact.com/en/2023-api-development-tips)

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## Upgrade Notes

- [Scorecard 2023 Upgrade Notes](https://support.clearimpact.com/en/scorecard-2023-upgrade-notes)
- [Scorecard 2024 Upgrade Notes](https://support.clearimpact.com/en/scorecard-2024-upgrade-notes)
- [Scorecard 2026 Upgrade Notes](https://support.clearimpact.com/en/scorecard-2026-upgrade-notes)
- [Scorecard 2025 Upgrade Notes](https://support.clearimpact.com/en/scorecard-2025-upgrade-notes)

## FAQ (Scorecard)

- [How To Restore an Earlier Version of a Note](https://support.clearimpact.com/en/how-to-restore-an-earlier-version-of-a-note)
- [Common Scorecard Questions](https://support.clearimpact.com/en/frequency-asked-questions)
- [What is an API and What do You Need to Make Use of an API](https://support.clearimpact.com/en/what-is-an-api-and-what-do-you-need-to-use-it)

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

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

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

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

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

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

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

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

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

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