---
schema_version: "1"
id: e59c8f8873c4c4472aa1ebd464ab870807170009387798a0b3b04561a16405d2
title: Configure Reports for Partner Scorecard
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/experience/264-0-0/networks_configure_scorecard_metrics.md
canonical_url: https://help.salesforce.com/s/articleView?id=experience.networks_configure_scorecard_metrics.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a493893e2cf0f732b4864037332570f6ab425a7229a0e1b367b533ade50c7625
description: Assigning metrics to a Partner Scorecard is easy, but it’s important to correctly configure the reports. Follow these tips to display accurate information in your scorecard.
products:
  - Experiences
release: "264"
---
# Configure Reports for Partner Scorecard

Assigning metrics to a Partner Scorecard is easy, but it’s important to correctly configure the reports. Follow these tips to display accurate information in your scorecard.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d92882e70">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d92882e70 ">To create, edit, and delete reports in private folders:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d92882e70 ">Create and Customize Reports</td>

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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d92882e70 ">To create, edit, and delete reports in public and private folders:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d92882e70 ">Report Builder OR Report Builder (Lightning Experience)</td>

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Here are a few things to keep in mind regarding the reports that you associate with your partner scorecard:

- Scorecards do not support report types on Account. To display data about objects that are related to Accounts, use a report type associated with a supported object or create a custom report type that includes both Account and a supported object.
- Each Metric is pulled from a summary field of a report. For a report to work with scorecards, it can have a maximum of one summary field in addition to the row count. The summary value is what is displayed on your scorecard. Your metric must be associated with a summary report or the data does not display correctly.
- You must have read access on all reports that you want to associate and view with scorecards.
- If an account is disabled, scorecards associated that account are permanently deleted.
- Account ID fields must be available on the report. The Scorecard component dynamically filters reports to the current Partner Account.

The following table displays information about which objects Scorecards support and how to set up reports for them.

  
| Object | Report Type | Actions to Take |
| --- | --- | --- |
| Opportunity | Standard | Set Field Level Security of Partner Account to Visible for all profiles of users viewing scorecards. |
| Opportunity | Custom | Set Field Level Security of Partner Account to Visible for all profiles of the users viewing scorecards. Add the Partner Account ID field to the report type layout. |
| Lead | Standard | Set Field Level Security of Partner Account to Visible for all profiles of the users viewing scorecards. |
| Lead | Custom | Set Field Level Security of "Partner Account" to Visible for all profiles of the users viewing scorecards. Add the Partner Account ID field to the report type layout. |
| Case | Standard | No Action Necessary. Case Contact Account Id assumed to be Partner Account ID. |
| Case | Custom | Add the Case Contact’s Account Id field to the report type layout |
| Partner Fund Allocation | Standard | No standard report types exist for this object. |
| Partner Fund Allocation | Custom | Add the Channel Partner Account ID field to the report type layout. |
| Partner Fund Request | Standard | No standard report types exist for this object. |
| Partner Fund Request | Custom | Add the Channel Partner Account ID field to the report type layout. |
| Custom Object | Standard | Add custom lookup field on Accounts. API name must be Scorecard\_Account. Must use "(Custom Object) with Account" as report type. |
| Custom Object | Custom | Add custom lookup field on Accounts. API name must be Scorecard\_Account. Add the Account ID field to the custom object layout. |
| Any Standard Object with an Account field and no Partner Account field | Standard | Scorecards do not support this type of report with default fields. Add a custom Lookup Relationship field on Accounts. The API name must be Scorecard\_Account. Use "(Custom Object) with Account" as the report type. |
| Any Standard Object with an Account field and no Partner Account field | Custom | Scorecards do not support this type of report with default fields, unless a supported object is included in the report type. Otherwise, add a custom Lookup Relationship field on Accounts. The API name must be Scorecard\_Account. Add Account Id to the report type layout. |
| Any other standard object | Standard | Scorecards do not support this type of report with default fields, unless a supported object is included in the report type. Otherwise, add a custom Lookup Relationship field on Accounts. The API name must be Scorecard\_Account. Use "(Custom Object) with Account" as the report type. |
| Any other standard object | Custom | Add a supported object to the report type, or add a custom lookup relationship field on Accounts. API name must be Scorecard\_Account. Add the Account ID field to the report type layout for the custom entity |

#### See Also

- [Design the Field Layout for Reports Created from Your Custom Report Type](https://help.salesforce.com/s/articleView?id=xcloud.reports_report_type_setup.htm&type=5&language=en_US)