What is a Scorecard?
Scorecards are table like reports that contain multiple scores, thus providing a lot of information in a concise, ease to consume manner. Scorecards are very flexible. They can contain any scores you choose, and they can be segmented in any way you choose.
Scorecards build from the concept of scores. The InsightStore™ automatically creates scores for all questions in the system. And you can create your own score. To learn more about scores, see http://help.civicscience.com/questions/scores.php.
Scorecard rows are defined by a score. Scorecard columns are defined by a segment. Therefore, each cell (intersection of row and column) has a score filtered by a segment.
Here’s a simple Scorecard to illustrate the basic functionality.
This “Car Scorecard” contains two lines. Each line contains the effective favorability score of a car brand, in this case Ford and General Motors. The score is defined as the share of people that responded favorably to the question “How much do you like
The columns can be ordered. Hovering the cursor over the column header cause up and down arrows to show up. Clicking on the arrows causes the whole scorecard to be ordered according to the scores as defined in that column:
If there are more columns than fit on the screen, the horizontal scroll arrows highlights, allowing you to see the columns that are otherwise not shown:
Columns can also be reordered while in view mode. Clicking on a column header (outside of the title) changes the cursor into horizontal arrows, and then you can use drag and drop to move the column left or right.
A Scorecard can also be added to a dashboard. Clicking on the link in the bottom of the page prompts the user to select which dashboard to add a dashlet representing the scorecard. Only dashboards to which the user has edit rights are shown in the list, as the pictures below show:
Finding Existing Scorecards
Scorecards are a type of Report. As such, they are located in the Reports tab in the InsightStore™. Clicking in Reports on the top navigation bar shows you all reports that you have access to, including scorecards.
You can also see scorecards on dashboards that have been shared with you. You can click on any scorecard dashlet to access the full report.
Creating and Editing a Scorecard
A scorecard can be created in two ways: cloning an existing one or creating a new one from scratch.
Cloning an Existing Scorecard
Perhaps the easiest way is to clone an existing scorecard. The clone button is located on the top right of the scorecard page, as shown below:
Clicking on clone expands a pane where you are asked to name the cloned dashboard. Once you save, the newly cloned dashboard is accessible by you only. You can then modify it and share with others.
Creating a Brand New Scorecard
Scorecards are a type of report. To create a new scorecard from scratch, first navigate to the Reports. Once there, click on the New Report button on the top right. You are presented with a screen where you can select the type of Report you want to create. Currently, the only Report type available is Scorecards. Select Scorecard as highlighted below:
The InsightStore™ then presents the Scorecard create window. There, you give the scorecard a name, add one or more columns, add one or more rows, optionally add a comment describing the scorecard, and then save the scorecard.
Editing scorecards is very similar to creating a new one. All the functions are the same, except that you start from an existing scorecard, and then select Settings and then Definition, as show below:
Once you finish creating or editing a scorecard, remember to press save at the bottom of the page.
Scorecard columns provide a way to filter or augment the scores in that column.
Once you are in the scorecard create or edit window, there are many configurations you can apply to a column:
All of those are highlighted below:
Once you are in the panel for adding or editing a column, the system allows you to select a network (only for publisher accounts, which have access to more than one network), filter by a segment, filter by a target (only for publishers), filter by date, and also weight the data in that column. If these sound familiar, they are. These are exactly the same choices you have when you are examining a question, except that here you are defining how all scores in this column. Here’s how the panel looks like:
Once you have finished creating or editing your column, click on save. The scorecard preview panel updates to reflect that the column was successfully added or edited. You also need to pick a label for all new columns.
Columns can be hidden. This is useful when you create a column to be used as a building block for a formula column.
Scorecard rows are defined by a score. The InsightStore™ automatically creates scores for all questions in the system. And you can create your own score. To learn more about scores, see http://help.civicscience.com/questions/scores.php.
To add one or more rows, click on the “Add Rows” link located after the columns. The system will present a list of questions. If this looks familiar, it is because it is. The list is modeled after the list in the Questions page. The questions are listed on the left, and the familiar sort, search and filters are available on the left. The difference is that after each question on the list, the system shows all scores available for that question, as shown below.
To select a score, click on the checkbox next to that score. You may select as many as you want. Once you have finished selecting, click on “Add Selected”, and a row is created on the scorecard table for each score you have selected.
The system attempts to label each of your scores. You probably want to check those labels and change accordingly.
Sharing a Scorecard
Scorecards can be shared with other users in your organization. Clicking in “Settings” and then “Sharing” allows you to access the sharing page for that scorecard.
This is the same sharing format as other artifacts in the system, like dashboards and segments. Users and groups with Read Only access will be allowed to see the scorecard. Users and groups with Edit access will be allowed to see and make changes to the scorecard.
If you intend to share a scorecard with someone, make sure that you also share the segments used in the scorecard. Otherwise, the sharing won’t work. Also, if you add a scorecard dashlet to a shared dashboard, make sure you also share the scorecard. Otherwise, the dashlet won’t load for those that don’t have access to it.
Exporting a Scorecard
The Scorecard page has an Export tab on the top right. This tab allows for exporting the scorecard. Clicking on the tab will expand the Export pane down, pushing the scorecard further down. The export pane can be closed by clicking on the big "X" on the top right of the pane, which is normally done after the export is performed.
On the exporting pane, you can select what you want to be exported. For scorecards, currently the only options is a data file in csv format. Once selections are made, clicking on the "Export" button will trigger the export process. Because exports can be heavy weight, this is a background process that is run on our servers. Once the export is completed, you will receive an e-mail to a link where the files can be downloaded.
The Scorecard Dashlet
Once a scorecard is added to a dashboard, it is displayed in a Scorecard Dashlet. The dashlet is narrower than the Scorecard, and therefore less columns can be seen. The horizontal scroll arrows are present in the dashlet as well, and enable viewing columns that are not otherwise visible in the dashlet. Here’s how the Scorecard Dashlet looks like:
By default, the dashlet title will be the scorecard title, and the dashlet comment will be the scorecard comment. Both can be changed in the dashlet settings, which is available by clicking on the gears icon in the top right. The settings are only available for users that have edit rights on the dashboard.
The scorecard dashlet allows for limiting the number of rows to be displayed. Users can always click on the View Details link to see the full scorecard.
The dashlet also allows to pick the default sort criteria and also the sort order.
Once you are comfortable with the settings, click on Save. The system then displays the dashlet in the dashboard, with the configurations you selected.