A Scorecard Report is a type of dashboard that allows you to easily combine multiple reports and data onto a single page. Scorecard reports are useful for tracking progress toward goals, identifying areas that require improvement, and making informed decisions.
Scorecard Reports
Scorecard Reports become the first page the user sees when they navigate to Scorecards, they can be set as the user's homepage to improve their navigation experience.
From your Control Panel
Select Scorecards & Elements
Choose the Scorecard you are going to be working with
Click on the dropdown menu next to the Favorite icon
Choose Bulk Set Homepage
Manage Scorecard Reports
Each Scorecard comes with a set of default reports. Default reports can be hidden.
From your Control Panel
Select Scorecards & Elements
Choose Scorecard Reports
Click on the Pencil icon
Check the box next to Hide Report
Click Save
In the following example, we are building a Strategic Plan Welcome page, it’s common to display information such as your company’s Vision, Mission, and Values as an introduction to the strategic plan.
Click on the Plus icon
On the Layout Name field, enter the name of your Custom Scorecard, for example, ‘Home Dashboard.’
Click on the Plus icon to add fields from the left menu onto the layout to build your report
In this example we are going to choose, Mission, Vision, and Values
Once added, you can drag and drop them to their desired position
It is also common to display key Summary Reports in Scorecard Reports to give visitors a complete picture of your strategy. In this example, we are going to use Data Grid fields to add a Summary report to our welcome page.
Data Grids are custom fields created in Admin Options, our Getting Started video covering Admin Options will show you how to create a custom field, please visit
Click on the Plus icon next to Data Grid
Click Save
Double-click on Data Grid
Click on Select Report
Select the Scorecard
Choose the Element Type
Select the Report you want to add
Click Save
Click on Save at the top right-hand side of your screen
Chart Reference fields can also be created in Admin Options to add a single chart to a Scorecard Summary Report. please visit
Missing section: Chart Reference fields
Data Grids and Chart Reference fields are powerful tools for creating a visual and informative Scorecard report, they allow you to choose data from different parts of your account to view information on a single page.
Custom Scorecard Reports
Custom Scorecard Reports are great for building visual and informative landing pages for your Scorecards thanks to powerful customization fields, like Data Grids, Chart Reference fields or Custom HTML fields like Mission or Introduction.
If the perfect Summary report for a Scorecard’s landing page already exists, Scorecard Reference reports allow you to easily set that Summary report as the landing page.
Click on Scorecard Reports
Click on the arrow to the right of the Plus icon
Select Add Report Reference
Under the Report Name field, enter the name of your report, for example, ‘Heat Map.’
Select an Element from the dropdown menu
Select a Report Reference
This Scorecard Report will now automatically bring in the Reference Summary report and update it automatically as changes are made to the report or its content.
Scorecard Landing page
If you have multiple Scorecard Reports, the first Scorecard will be used as the Scorecard Landing page.
Click on Scorecard Reports
Drag and drop the Scorecard you would like to see first when you navigate to Scorecards
You will find the new Scorecard at the top of the list
Scorecards can be set as your Home page or other users' Homepage to help improve user navigation
On any Scorecard
Click on the dropdown menu next to the Favorite icon
Select Set as Home page to set the Scorecard report as your own Home page
If you are an Administrator, select Bulk Set Home page
You can set this Scorecard as the Home page for a single user or multiple users
