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All Scorecards report

The All Scorecards report gives you a consolidated view of performance across multiple Scorecards, so you can quickly see which areas are meeting standards and which need further attention. You can view entity relationships, teams, services, domains, and groups in a hierarchical view, and expand or collapse levels to understand org-wide trends and individual entity performance across multiple Scorecards simultaneously.

Using the All Scorecards report

Users with the View Reports permission can view and filter the All Scorecards report.

The report is automatically generated when you navigate to the All Scorecards page in Cortex.

To access the All Scorecards report:

  1. From the main sidebar, expand Reports.

  2. Select All Scorecards. The report displays entities, their average score across all Scorecards, and their individual scores per Scorecard. Click into a Scorecard to view more information.

    The All Scorecards report in Cortex.

Switching between legacy and new views

Use the Switch to legacy view or Switch to new view link below the report header to toggle between experiences.

Displaying Scorecards

By default, the report displays all published Scorecards. Follow the steps below to customize which Scorecards appear in the list. Your selection is saved and will be remembered the next time you access the report.

  1. From the main sidebar, expand Reports.

  2. Select All Scorecards.

  3. Click the Scorecards filter.

    The Scorecards filter at the top of the Scorecards list.
  4. Toggle off the Scorecards you don't want to appear in the list.

  5. Optionally, if you don't want any Scorecards to appear, click Show none.

  6. Click Done.

  7. Optionally, click Name to reorder the list in descending alphabetical order.

  8. Optionally, click Display to toggle off point calculations, e.g. "34/50". Point calculations are shown alongside score percentages in each Scorecard column.

Grouping Scorecards

By default, the report displays a flat view, though scores can be aggregated hierarchically by grouping on a dimension. Once grouped, expand and collapse levels to navigate the hierarchy. Any entities without the selected relationship defined appear under an ungrouped category.

Available grouping options depend on your Scorecard and catalog configurations. For example, entity relationships appear as grouping options when their children are entities within at least one Scorecard.

To group Scorecards:

  1. From the main sidebar, expand Reports.

  2. Select All Scorecards.

  3. In the upper-left corner, click Group by.

    The 'Group by' option in the upper-left corner of the Scorecards list.
  4. Select one of the following grouping options:

    1. Domain - If selected, only domain entities appear in the list.

    2. Group - If selected, Scorecards are listed alphabetically by group.

    3. Team - If selected, only team entities appear in the list.

    4. Individual owner - If selected, Scorecards are listed alphabetically by owner.

    5. Relationship - If selected, Scorecards are listed alphabetically by relationship.

Filtering the report

To narrow down the content in your report, click Filter and select from the following options. Note that filter options depend on your Scorecard and catalog configurations.

  1. From the main sidebar, expand Reports.

  2. Select All Scorecards.

  3. In the upper-right corner, click Filter.

    The 'Filter' option in the upper-right corner of the Scorecards list.
  4. Filter by the following:

    • Domain – Filter by one or more domains. The Include child domains toggle is enabled by default, so filtering by a parent domain automatically includes its child domains.

    • Entity – Filter by specific entities. You can filter for entities within Scorecards or any direct parent of those entities. Filtering is not yet supported for grandparents or other entities higher up in the hierarchy.

    • Entity Type – Filter by entity type, i.e. services, resources, or custom entity types.

    • Group – Filter by custom groups.

    • Individual: Owner – Filter by entity owners.

    • Level – Filter by Scorecard level.

    • Team – Filter by one or more teams. The Include child teams toggle is enabled by default, so filtering by a parent team automatically includes its child teams.

Domain and Team filters work for entities that belong to the selected domains or teams. If your Scorecard includes domain/team entities as their primary entity type, use the Entity Type filter to filter for a specific domain/team instead.

Understanding scores

Each Scorecard appears as a column showing score percentages. Entities earn points by passing rules, with each rule weighted based on significance. The score percentage reflects total points earned divided by total possible points.

When viewing individual entity rows, each Scorecard column displays that entity's score percentage. When rows are aggregated (by team, domain, etc.), points are summed across all entities in that group to calculate the aggregate score percentage for each Scorecard.

The total score across all selected Scorecards is calculated by summing points earned across all Scorecards and dividing by the total possible points across all Scorecards.

Sharing the report

You can share the All Scorecards report:

  • Send a link - Click Share from the report to copy the URL to your clipboard. You can share the link with anyone who has access to view the report in your Cortex workspace.

  • Export as CSV - In the upper right corner of the page, click Export CSV to download a CSV file of the report data. For large reports, click Send email to have the CSV delivered to your Cortex login email instead of waiting for the download.

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