Access indicator record or scoresheet from KPI Details

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • In KPI Details, the More actions menu lets you open the record or the scoresheet of the indicator you are viewing.

    Before you begin

    This procedure assumes you are already examining an indicator in KPI Details and want to view or edit the indicator record or the scoresheet. If you are not in KPI Details, you can open either of these items directly from unified navigation.
    Important:
    Data snapshots indicators do not use a scoresheet. There is no option to edit scores for a native Data snapshots indicator. For a classic indicator with Data snapshots enabled, changes to the scoresheet do not apply to the time period when Data snapshots is enabled.

    Role required: pa_power_user, pa_admin, or admin for record; pa_admin or admin for scoresheet

    Procedure

    1. In KPI Details, expand the More actions menu More actions menu icon.
    2. Select one of the following options:
      • To open the indicator record, select Edit settings.
      • To open the scoresheet, select Edit scores.
      The More actions menu for KPI Details, showing options to edit indicator record or scoresheet.