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HELP CENTER NAVIGATION:  Contents :: Scorecard Config :: Create A New Scorecard :: Text Tutorial

Create A New Scorecard

Chart Config is where to go to setup or edit individual charts. Once a chart has been created via Chart Config it can be then mapped to a scorecard. A scorecard is a dashboard or series of individual charts in the one view/page.

eBMS Tip: The more well thought you your scorecard/chart concepts, KPI’s and measures are; the high chance you have of correctly continually improving your business.

Step 1 Click the Scorecard Config tab

Click the New button
 
Step 2 Type of name for your scorecard

Select to Visible checkbox to ensure its enabled

Select the Config Type to determine the amount of charts that are included in the scorecard and the layout in which they are viewed.
 
Step 3 Select the charts you which to include in the appropriate spaces from the drop down menus

Note: The button sitting next to the dropdown will send you to chart Config with the chart settings from the previous drop down loaded.

Click the Save button

Result: The scorecard can now be selected from the Scorecard tab
 
Related Topics Create a New Chart
Edit an Existing Chart
Delete an Existing Chart
Create a Scorecard
Edit an Existing Scorecard
Delete an Existing Scorecard
Using the Scorecard