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Analytics: How to Share a Scorecard

Learn how to share a scorecard with other users or locations in Analytics

Updated over 2 weeks ago

Scorecards can be shared with other users or locations. To share your scorecard, follow these steps:

  1. From the Scorecard dashboard, click on the purple My Scorecards tile to show all of the scorecards that you have created

  2. Locate the Scorecard you would like to share, then hover over the Shared with Others column and click on the group icon that appears

  3. Select the person, people, or location(s) that you would like to share the scorecard with, then click Apply and then Share

  4. You can tell which scorecards have been shared by the group icon shown in the Shared with Others column

Please note: Scorecards are unique to your user account and will not be seen by other users at your practice unless you share the scorecard with them. Shared scorecards cannot be edited by other users. The original scorecard author is the only one who can make edits to the scorecard.

You can also share a Scorecard directly while viewing it. From within your Scorecard, just click on the group icon in the upper right corner and select the person, people, or location(s) you would like to share your Scorecard with.

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