Creating a Scorecard Tile

To create a scorecard tile:

1. Go to Setup > Dashboard Tiles > Manage Dashboard Tiles > New.

2. On the Dashboard Tile page, specify values for the following fields:

   • Name – Enter a name that describes the scorecard results you want to display in the tile. For example, Sum of Company Sales Orders.

   • Inactive – Clear this box to display the tile on the dashboard.

   • Tile Type – Select Scorecard.

   • Display to All Roles – Check this box to make the tile visible to all roles. When you check this box, the Roles field becomes read-only.

   • Roles – Select at least one role that can access the tile. To select multiple roles, press and hold down the Ctrl key.

     Note:

     To display the tile in the portlet, you need to select at least one role in the Roles field or check the Display to All Roles box.

   • Display Order – Enter a number to define the order where the tile is displayed in the portlet. For example, enter 1 to display the tile as the first tile in the portlet.

     Note:

     If two or more tiles have the same display order value, the system displays the tiles in alphabetical order.

     You can only display 50 tiles in the portlet. If you create more than 50 tiles, the portlet displays only the first 50 depending on the display order value.

3. In the Data Source section of the Data subtab, specify values for the following fields:

   • Saved Search – Select a custom saved search to use for the scorecard tile.

     Important:

     Ensure that the custom saved search you select is a SuiteScript supported record that contains a numeric column. Otherwise, the system will not let you create the scorecard tile. For more information about SuiteScript supported records, see SuiteScript Supported Records.

   • Link – (Optional) Specify the URL to use for the tile. For example, you can enter a saved search URL. When you click the tile, the system launches the URL page.

   • Prefix – Enter text or characters to append before the tile value. For example, you can use a currency symbol as a prefix.

   • Suffix – Enter text or characters to append after the tile value. For scorecard tiles, the Display Value field is read-only.

     The Scorecard Summary Type field automatically displays Sum. It is the default summary type for scorecard tiles.

4. (Optional) Modify the tile appearance or apply conditional alerts.

   For more information, see Modifying the Appearance of a Dashboard Tile or Applying Conditional Alerts to a Dashboard Tile.

5. Click Save.

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