You can export any table shown on-screen, either as an Excel^® spreadsheet or as a PDF.  The file is named using the aggregation selected, for example, the Product or Store, and the view, such as Yearly.   

To export a table, click the Export link in the table header.

Please note that graphs are not exported; only tables.

Alerts are set up from the Query tab.

1. Click New Alert (located on the left).

2. Enter an Alert Name.  This should be descriptive for easy reference.

3. Enter the query parameters.  See Creating a Query for a full description. 

4. Click Save Alert.

The query will run daily and send a notification when an alert is triggered. Alerts are sent to the email address on file in ScoreTracker.  (To update this address, click My Settings in the top menu bar.)

Click Company Alerts to view and update your existing alerts. 

How do I set up business Goals that I can include in Views?  For example, my goal is to increase sales for dairy products in a region, and I want to measure progress against actual results?

This option is available to Administrator users only.  Administrators can use the Manage Goals option in ScoreTracker to establish a desired threshold against one or more Performance Indicators.  Goal progress displayed on the Details tab in the View you select, and is measured as a percentage.  

1. Click Manage Goals in the Actions section located in the upper right of most screens.

2. In the For section, choose the indicator to measure, select whether the goal is to Increase or Decrease values, and enter the goal percentage.

   For example, Retail $ Sales, Increase by 20%.  

An Absolute option is also available.  Choose this if you want to set a flat goal not based on change from a previous period.  For example, reach a Retail $ Sales goal of $1,000,000. Absolute goals can be a dollar amount or a quantity such as units sold, depending on the indicator to be measured.

To use the Absolute option, enter the actual goal value (numeric characters only).  Time periods in the over section are ignored and can be left at the default.

3. Choose the over (time period) against which progress will be evaluated.  

4. Choose the Organization/Store to monitor.  The default is the top level of your organization.

5. Choose the Category/Product to monitor.  The default is all categories and products.

6. Choose the Vendor to monitor.  The default is all vendors.

7. Click Save.

After a goal is configured it can be selected from any Performance Indicator list.