Assessment scorecard history
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- UpdatedJan 30, 2025
- 2 minutes to read
- Yokohama
- Service Administration
The History view compares the current ratings for each category with ratings from the previous three years or four quarters.
- 3 Years: To calculate the current ratings, the system averages the ratings from the trailing twelve month (TTM) period. The Diff column shows the discrepancy between the
current ratings and the previous calendar year's ratings.
Figure 1. Scorecard history - 3 years 
- 4 Quarters: Quarterly assessments compare the average rating for each category in the current quarter against the average ratings from the previous four quarters. The Diff
column shows the discrepancy between the current ratings and the previous quarter's ratings. The column labels count backward, by quarter from the current quarter. For example, if the current quarter is the
3rd quarter of 2013, then the previous quarters appear as 2nd [2013], 1st [2013], 4th [2012], and 3rd
[2012]. All four of the previous quarters appear, whether or not there was any data for those quarters.
Figure 2. Scorecard history - 4 quarters 
Related Content
- Create a link to a scorecard
Users with the admin role can create UI actions that allow users to view scorecards from tables.
- Assessment scorecard averages
The Averages view compares the current ratings for an assessable record in each metric category with the average, minimum, and maximum values from all assessable records in the filter. All ratings are from assessments generated over the trailing twelve months (TTM).
- Assessment scorecard categories
The Categories view displays a bar chart showing the average ratings for each category in the selected time interval.
- Assessment scorecard category metrics
The Category Metrics view displays the weighted average results for each metric within a category. Use this view to learn how individual metrics affect the overall rating for the category.
- Assessment scorecard head-to-head compare view
The Head to Head Compare view allows you to compare the ratings of two assessable records of the same type. Select an assessable record from the choice list to compare against the current record's trailing twelve month (TTM) ratings.
- Live feed view of assessable records
The Live Feed view displays Live Feed conversations that apply to the assessable record. Users can view the group feed, including tagged comments, and add comments of their own.
- Assessment scorecard ratings
The scorecard ratings section displays various ratings for the assessable record.