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Administrator Guide
Last Updated: 2023-06-23
Set Up Custom Reports for Scorecards

Set Up Custom Reports for Scorecards

Security: These domains in the System functional area:
  • Custom Report Creation
  • Metric Management
When you set up a scorecard, you need to use these reports types as the source for the metrics data:
  • A composite report as the main report for your scorecard.
  • One or more advanced subreports. Subreports calculate values on the metric rather than in the composite report.
You can manually create custom reports for your scorecard, or you can create a composite report and underlying subreports from your analytic scorecard profile with these predefined settings:
  • Drilling.
  • Layout.
  • Prompt defaults.
  1. From your analytic scorecard profile, click
    Reports and Dashboards
    .
  2. Click
    Scorecard Report
    .
    As you complete the task, consider:
    Option Description
    Dashboard
    Select the dashboard for your report, or click
    Create
    Create Custom Dashboard
    .
    Metric
    Select a metric for your report, or click
    Create
    Create Custom Metric
    .
    Formatting Style
    Select a formatting option for your metric.
    Enable Drilling to
    Select to display additional information and report links.
    Target
    Select the target for your metric value:
    • Actual Value
    • Target Value
    Share Option
    Subreports of the scorecard report inherit the share option that you select. This share option can impact subreports that are referenced in other composite reports outside the scorecard report.
Initialize and publish metric values.