CRM Software for Economic Development Organizations
Phone: +1 805 967 1280 | email: sales@outreachsystems.com

How can I review each line item of my scorecard and see the records that contribute to the line item total?

From a generated scorecard you can review the records that contribute to a specific line item by clicking on any line item total. You will be presented with a summarized view of all records whose values contributed to that total, as shown in the next graphic.

To get back to the scorecard, simply click the back button from the summary view.

If you edit any of the records that contribute to a scorecard while it is open, you can click the Run link again to recalculate your totals so that your edits are reflected in the scorecard output.

When you are satisfied with your scorecard output, you can either print it by selecting More|Print, or you can export your scorecard to Microsoft Excel by selecting More|Export to Excel.



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