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View & Export Records in Scorecard


Users and Managers are able to see the records that make up a specific metric by using the View Records button. 

In the Scorecard or Manager Scorecard tab, highlight a metric you would like to view records for. Then click View Records.

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Click any of the Salesforce ID's in the Record Results section to view an entry.

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You can pre-select your fields for this page in Scorecard Builder. 


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You may also export records from Scorecard.

When you are viewing records, just look for the Export Entries button.

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You will receive an email with your records.

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Note: Files are limited to 200 records per email, so you may receive multiple emails.
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