How to add a custom scorecard to a project (Transcription)

  1. From the home screen of your account, select the client you want to add a Custom Scorecard to a project for.

  2. Open the project (report or dashboard).

  3. Select Add Content from the Builder Menu on the right.

  4. From the Tool Box, drag the Custom Scorecard icon into your project.

  5. Click the Custom Scorecard and a menu will open on the right.

  6. Under Image URL, click on the Upload Arrow to fetch a Favicon from the Media Library.

  7. Under Value, enter your custom value.

  8. Under Name, give your scorecard a name.

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