Contents 

BSC Designer - Introduction
BSC Designer Manual
Product overview
Building scorecards
Adding categories and indicators
Changing indicator details
Indicator and category formula
Ignoring indicators
Balancing trees
Custom measure units
Building custom formulas
Indicator update interval
Key Risk Indicators
Strategy
Strategy maps
Strategy map with KPI
Print strategy map
Mission and vision
Business Goals
External values
Project check in/out
Linking to external scorecards
SQL-powered indicators
Link KPI to certain Excel cell
Data source in XML or JSON formats
Import Values
Export Values
Edit Values
Scorecard reports
Excel reports
HTML reports
HTML overview reports
Dashboard reports
PowerPoint reports
Progress and Performance
Time points
Stoplights
Diagrams and charts
Adding comment to a diagram
Grouping data by time periods
Indicator Analysis
Initiatives and Attachments
Alerts and notifications
Project properties
Command line
Technical support
Common questions
AKS technical support

BSC Designer - Online Manual

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 Balanced Scorecard Properties

 

Introduction - Functions Overview - Purchase Program

Balanced Scorecard Project Properties

To access Balanced Scorecard Project Properties, use the Properties command in the File menu.

The Main tab contains information about the balanced scorecard:

  • Scorecard author;
  • Scorecard name;
  • Scorecard description.

The Measure Units tab contains information about the units of measure used in the scorecard:

  • Measure units can be added or deleted;
  • Measure units can be imported from another .bsc project.

Customizing reports

There are two ways to customize reports:

  • Using custom values, if it is needed to insert text in the report;
  • Using custom files, if it is necessary to add some files to the report.

The custom values tab allows specifying custom values which will be used in the HTML report. To create a new custom value, follow these steps:

  1. Modify the template file to your needs. Typically you need to modify the "Common.html" file located in the \Templates folder.
  2. In the template file, use something of the format %custom_value%
  3. Go to the "Custom values" tab and click the Add button.
  4. In the Template field, input the name of the "custom_value" (without quotation marks).
  5. In the Value field, input the value for the custom template.
  6. Click the Apply button.

Check the online manual on customizing reports.

Custom files use the same idea as Custom values (see above), but custom files are designed specifically for files, for instance, a customer logo.

  • When an HTML report is generated, the custom file will be copied to the report folder.

Check the online manual on customizing reports.

SQL tab

  • The SQL tab contains settings that are used when BSC Designer access the external data with SQL indicators.

Password tab

   
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