Who is this article for?

Users who want to create reports for Scorecards.

Reports_Create permissions are required.

Scorecards are a tree-structured item, like Actions and Risks. Classic offers report layouts specific to Scorecards, to help you report on all hierarchy documents, including notes. This article will walk you through how to create a Report Layout and generate a Report Query that suits your needs.

In this article:

1. Creating the Report Layout
2. Generating the Report Query
3. Further reading

1. Creating the Report Layout

When creating your Report Layout, you will see a dropdown list in the Layout designer toolbar:

We’re on the Scorecard level, so we can click on the 'Fields' tab, and drag and drop in the fields that relate to the Scorecard itself: 

Once happy with the layout of this level, we can choose the next level from the dropdown:

You will then get a blank page for the selected level. Continue adding the relevant fields for each level of the Scorecard. When finished, give your layout a name and click 'Save'. 

2. Generating the Report Query

With the layout created, we can now create the Report.

To generate your Report:

1. Go to Report Central.
2. Click 'New'.
3. Choose 'New Report'.
4. Switch to 'Core Reports'.
5. Select 'Scorecard Report'.

Each Report has several tabs, where you query on which elements from the Scorecards you wish to show on your report.

For example, you may want to show everything for one Scorecard; in this case, you would choose the 'Scorecard' tab and select the relevant one.

However, if you want to filter by specific items, like Actions, the filter options for these can be setup in their respective tab.
Date ranges work in conjunction with PIs, so you can show the data values you need within the PI section of the report.

3. Further reading

• Accessing and navigating Report Central
• Working with tree structures in Reports
• Using the Scorecards module in Classic
• Using the Scorecards module in Browser