How do I customize a Drilldown panel in Scorecards to display more information?

If you are a user who has been granted access to Scorecards by your Company Administrator, you can customize each raw data Drilldown panel to display additional fields.

 

How to customize a Drilldown panel:

  • In a Scorecards panel, hover over a row and click the number in the column to drill down.  A Drilldown panel with detailed data and information will display.
  • In the Drilldown panel, click the Panel Menu (3 vertical dots).
  • Select Change Fields…
  • In the left hand column click on the checkbox for each Field to select or manually type in the Field name in the search bar.
  • Click the Apply button.
  • The Field will display as new column on the Drilldown panel.

Use case example: customize raw data Drilldown panel to show if User “passed” the activity.

  • Locate the ‘Coaching, Courses, & Curriculums Enrollment’ panel.
  • Hover over a row and click the number in the ‘Completed’ column to drill down.

    Drilldown_example.png
  • In the Drilldown panel click the Panel Menu (3 vertical dots).

    Drilldown_Panel_Example.png

  •  Select Change Fields…
  • In the left hand column click on the checkbox for the “Passed” field to select.  



  • Click the Apply button.  The field 'Passed' will display as a new column in the Drilldown panel.

    Drilldown_Example_2.png
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