Creating scorecards in IS2

Creating a scorecard

Scorecards are flexible, tabular reports that can combine multiple questions, segmented as you choose. In a scorecard table, the columns are segments (or other groups you choose). The rows are responses to specific questions (or other scores derived from question responses).

To create a new scorecard from scratch, navigate to the Reports section in the left navigation pane. Click the +Create button in the upper right corner and select Scorecard.

Give it a name

Your first task is to give the scorecard a name. Keep three things in mind.

1. The scorecard's name is not connected to its function. It's just a name.
2. You might share the scorecard with your colleagues, so make sure its name is clear and descriptive.
3. There's also a comment field in which you can describe the scorecard at length should that be necessary.

After you've given the scorecard a name:

• Add columns
• Add rows
• Finish the scorecard's creation
• View the scorecard's results

Optionally, you can

• Add the scorecard to a dashboard
• Share the scorecard with your associates
• Export the scorecard's data
• Make a copy of the scorecard