Adding Custom Categories for Scorecards

You can add and modify user-defined custom categories to use with scorecards on the Performance Measures setup page.

Select Setup > Manage Scorecards > Setup Manage Scorecards > Performance Measures from the menu.
Select Add.
Enter a Name.
Define the Level to determine where a category is used and how it appears.
- User Level
- Organization Level
- Institution Level
Select the Format Type.
- $
- (0.000) %
- Whole Number
- (0.00) Decimal
Select Apply.

After you save the custom category, you can select the category's name to edit the settings.