1. In the Portal menu, select Configure > Scorecards.
2. In the Configuration pane, click Process Scorecards.
3. Do one of the following steps:
   • To create a scorecard, click the + icon.
   • To edit a scorecard, select it and click Edit.

   The Process Scorecard is displayed. There are four tabs displayed, General, Events, Grades, and Permissions.

4. Enter a Title for the new scorecard.
5. Select the Events tab.
6. Configure the process steps.
   Select the process steps and events and complete the steps for the event:

   • Process Steps - You must configure at least two process steps.
   • Overall Abandonment Event
   • Step Abandonment Events
   • Overall Failure Event
   • Failure Events
7. Select the Grades tab.
8. Select Completion, Abandonment, and Failure and review the grades for each event.
9. Select the Permissions tab.
10. Review the User Groups that have permission to view and edit this scorecard. Make any changes that are needed.
11. Click Save.
    The new Business Process scorecard is created.

1. In the Portal menu, select Analyze > Scorecards.
2. Expand Scorecards.
3. Select the Business Process scorecard to view.
4. Click Select.
   The Business Process scorecard is displayed.
5. On this page, you can do any of the following actions:
   • View scorecard data across multiple dates.
   • Compare scorecard data.
   • Change the time period.

1. In the Portal menu, select Analyze > Scorecards.
2. Click the Open icon.
3. Expand Scorecards.
4. Select the scorecard.
5. Click Export Report.
6. Select either Excel, PDF or Email.

1. In the Portal menu, select Configure > Scorecards.
2. Click Scorecard Schedules.
3. Click Create Schedule.
4. Select the Scheduling data.
5. Select the Options.
6. Enter the email address for the Recipients.
7. Click Save.

If a fact is used by multiple scorecards, its count data is not purged. If the fact is used only for the selected scorecard, all data that is associated with it is removed.

You can repopulate the scorecard by purging the scorecard data. Set the Aggregation Date to an earlier date after you purge the data. This action forces the re-aggregation of all scorecard data that begins with that date.

If you do not repopulate the scorecard, data is accumulated in the scorecard from the time when its data was purged onward.

1. In the Portal menu, select Analyze > Scorecards.
2. Select Data Management.
3. Click Purge Data.
4. Click Select a Scorecard.
5. Select the business process scorecard and click Select.
6. To permanently delete the data for the selected scorecard, click Purge Data.
7. Confirm the deletion.
   The data is purged.

• Depending on the number of scorecards in your Tealeaf solution, rolling back the scorecard aggregation date can be expensive in terms of processing resources. Perform this rollback at an off-peak time.
• Rolling back the scorecard date also performs re-aggregations for any full weekly or monthly intervals that occur between the previous aggregation date and the new one. For example, if you set the scorecard date back 32 days, 32 daily aggregations, 4 weekly aggregations, and one monthly aggregation are performed.
• Before you roll back the scorecard date, you must verify that the Scorecard tables contain data for all intervals that are re-aggregated. For example, if your Scorecard tables contain only six days of data. Now, setting the scorecard date back 32 days results in all weekly and monthly aggregations to be based on empty data.
• After the scorecard date is reset, when the scorecard data for that interval is next processed, Tealeaf recalculates the scorecard data from that date forward. After a scorecard definition is changed by adding or removing events, previously calculated data becomes invalid.

1. From the Portal menu, elect Configure > Scorecards.
2. Click the Data Management link.
3. Click Aggregation Dates.
4. Set the new Date.
5. Click Save.

1. From the Portal menu, navigate to Portal Management .
2. Select the CX settings.
3. Click Data Retention.
4. Review the value for Reporting Data (daily)-Days Retain.
   • This setting determines the maximum amount of reporting data that is retained in the database. Typically, this value is set to 365.
   • If your Tealeaf system was installed after the date indicated by this setting, you must calculate elapsed days since the first installation. Use the smaller of the Reporting Data (daily)-Days Retain value or the elapsed number of days since installation.
5. Using Excel, you can calculate the following date: Today
   This date is used in the following steps to configure the date from which the next scorecard recalculation begins.
6. In the portal menu, select Configure > Scorecards.
7. In the left panel, click the Data Management entry.
8. Click Aggregation Dates.
9. For the Last Interval for Scorecards (SID=5/Day) entry, click the edit icon.
10. Click the Date field. From the Calendar tool, select the previously calculated date.
11. Click Save.
    If the Data Collector's next run is at the top of the subsequent hour, all scorecards in the system are recalculated from the specified date to the current hour.