Scorecard reference reports let you pull an existing Summary Report—such as a dashboard, matrix, or heat map—directly into your Scorecard Reports list. This makes it easy to present the same report in multiple Scorecards or set it as the Scorecard’s landing page.
A reference report displays the content of the original report but can have its own custom name.
Creating a Scorecard Reference Report
Before adding a reference report, make sure the Summary Report you want to reference already exists.
Follow these steps to create the Scorecard reference report:
From the left navigation, click Reports.
Open Scorecard Reports.
Click + Add Report.
Enter a Report Name (e.g., Western Division Dashboard).
In the Add Report drawer:
Click Add Reference Report under Report Type.
Under Reference Element Type, choose the element type of the report you want to reference (e.g., Measures).
Select a Template Layout.
Click Save.
💡 Your new reference report will appear in Scorecard Reports with a Reference badge, distinguishing it from standard reports.
Using the Reference Report as a Scorecard Landing Page
To make your reference report the default landing page for the Scorecard:
Go to Reports → Scorecard Reports.
Drag the reference report to the top of the list.
Click Save.
💡 The first report in the list becomes the Scorecard’s landing page for all users with access.
Notes About Reference Reports
Reference reports cannot be edited from Scorecard Reports—there is no edit pencil.
Any changes must be made to the original Summary Report being referenced.
The reference report will always reflect the latest updates to the original report.