Users can reference existing Summary Reports to create Scorecard reports. These Scorecard reports can then be used as the Scorecard home or landing page. You can give your Scorecard Summary report a custom name that differs from the name of the actual Summary Report.
Setting up a Scorecard reference summary report
Before you create a reference scorecard report, you must create a Summary Report that you would like your reference Scorecard report to pull from as a reference.
Click here for more information on creating summary reports.
Select Scorecards & Elements from the Control Panel
Choose Manage Reports
From the dropdown menu next to the Plus icon, click on Add Report Reference
Under Report Name, enter the name of the new report, in this example, ‘Western Division Dashboard’.
Under Select Element select the element type of the Summary report that will be referenced, in this example, ‘Measure’.
Select the Report Reference from the dropdown menu, in this example, ‘Dashboard’.
Once you are done with your changes, click Save
You will be able to differentiate the reference report from your other scorecard summary reports by the Reference label next to your newly made report.
To make this reference report your scorecard home or landing page, you can sort this report to the top of the Manage Scorecard Report page.
Note: You will not see the usual edit pencil button for these reports.
These reports reference the original Summary Report from a different element. You will have to make edits directly to the original Summary Report.