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The Consolidated Monthly Scorecard Report provides a monthly overview scorecard for all units with customizable filters. This is the go-to report for a complete picture of how every location is performing across all your KPIs.
What It Shows
- A grid layout with units as columns and KPIs as rows
- Monthly values for each unit on every configured KPI
- Color-coding based on performance thresholds (green/yellow/red)
- KPI Categories organize metrics into sections down the left side of the grid
Which KPIs Appear Here
Four settings each independently control whether a KPI shows up on a scorecard. A KPI has to satisfy all four — miss any one and the row disappears with no warning.
- Report KPI Group — the KPI must belong to a group that's linked to your user group. This is the most common cause right after a new KPI is created.
- Include in Scorecard — the toggle under Reporting Inclusion in the KPI edit screen.
- KPI Reporting Periods — must be Monthly or Both for this report. Left on Off, the KPI won't appear on any scorecard no matter how good its data is.
- KPI Category — scorecards group rows into category sections, so a KPI with no category has nowhere to render.
A KPI that satisfies all four but has no data still appears, showing a dash. So a missing row means one of these four settings is off, while a row of dashes means a data problem. Running Data Points into KPIs has the full troubleshooting walkthrough.
How to Access
- Navigate to Global Reports from the left-hand menu