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Executive/Overview Reports

Scorecard View (Perspectives Category) Report

This report is a graphical and tabular view of active performance indicators by their scorecard perspectives (listed on the left of the report) and their contribution to the whole organisation filtered by perspective categories (figure 1) and displayed in a similar fashion to the Scorecard Perspectives report (figure 2).

To display a report by date, click on the (By Date) option on the 'Scorecard view by categories' report link and use the date picker (figure 3) to choose a date range to run the report by or simply use the default date filter.

Performance Indicator (PI) reports can be accessed by clicking on one of the coloured blocks representing individual PIs. See an example PI report - these reports can also be accessed from other reports e.g. My Strategic Overview and Performance Indicator Library). Also, action plan reports that are attached to the perspectives or the performance indicators are indicated with a action plan icon and clicking on this will open that action plan's summary report.

The Escendency system does not come with a default set of Perspective Categories but these can be created and edited in the Perspectives Category module.

The colour coding follows the Escendency standard. For additional explanation of these and other symbols used in this and other Escendency reports, see icon coding in control panel help.

Figure 1: Select screen for Scorecard (Perspectives category) report

Figure 2: Part of a Scorecard (Perspectives Category) View report

Figure 3: Date picker used in the (By Date) option on the Scorecard View and Scorecard Categoreis View report

Like all Escendency reports the Scorecard Category View report can be exported so that a snap shot can be saved on file as and when is required (to do this scroll to the bottom of the report and select the Export Report icon and follow the default). Because of the number of components in the report the file will be saved as a zip file. Users with Windows XP can use the default zipping utility to unzip the file while users of older machines will need a third party zip software.