Adding Executive Scorecards

The Scorecards tab in the Executive Reports Editor allows adding Scorecards to the selected Executive Report. Scorecards already developed in the Scorecards area can be linked to the report.

STEP 1: Drag and drop the required scorecards from the list on the right hand side of the screen onto the report content area.
NOTE: Get Latest Scorecard Comment will retrieve the latest comment against all the Scorecards.

STEP 2: Select the relevant reporting year for the scorecard from the dropdown list and enter the executive comments against the scorecard.

STEP 3: Comments for the Scorecards may be edited by clicking the Edit’ button. The 'Latest Comments' button retrieves the latest periodic comment entered against a particular Scorecard. Use the spell check feature to correct any spelling mistakes in the reports.

STEP 4: Click ‘Update’ to apply the changes, or ‘Cancel’ to discard the changes.

 

 

 

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Last revised: September 04, 2018