Adding Custom Categories for Scorecards

Custom categories are user-defined and can be modified. They are available to be used with scorecards on the Manage Scorecards page. The categories are listed in alphabetical order in the Category selection list.

  1. Navigate to Setup > Manage Scorecards > Performance Measures.
  2. Select Add..
  3. Enter a Category Name.
  4. Define the Level.
    The level determines where a category is used and how it appears.
    • User Level
    • Organization Level
    • Institution Level
  5. Select the Format Type.
    • $
    • % (0.000)
    • Whole Number
    • Decimal (0.00)

    Add Custom Category screen.

  6. Select OK.
After you save the custom category, you can select the category's name to edit its settings.
Parent topic: Performance Measures