6.2.12503-11597

4/11/2025 12:00:00 AM

Scorecard Release 4/11

New Embed Links for Scorecard Gantt Chart View Now Available

What is it? The Gantt chart view for a scorecard can be shared via an embed link so that users can share their project management efforts with a greater audience of external stakeholders.

• When in the Gantt Chart view of a scorecard, users can click the "Share" button to access the embed link modal and copy the embed link

 

• The Embed link modal provides options for both the iframe code and the direct embed link that users can copy using one of the following two options
  • "Copy Embed Code"
  • "Copy Embed URL"

• 

   

• The embed link for the Scorecard Gantt Chart view contains a summary of Actions created for the Containers and Measures within a scorecard. Viewers have three buttons available when viewing the Gantt chart through the embed link
  • "Hide Complete" - Only shows open Actions
  • "Year-Month-Week-Day" Zoom - Zooms the calendar view to the specified timeframe
  • "Collapse All/Expand All" - allows users to expand and collapse objects on the left side of the Gantt Chart without having to click each individual item

• 

• Additional updates to the Scorecard Gantt Chart in-product view
  • Fixed overlap occurring between calendar and filter buttons
  • Added buttons for 
    • Collapse All/Expand All
    • Hide Measures
    • Year-to-day dropdown (this zooms into the gantt chart calendar to show Year view, month view, week view, or day view)

New Added File Properties as New Columns to "File Attachments" Tab in Containers and Measures

What is it? Users can now see additional properties for file attachments they have uploaded to Containers or Measures. The additional properties will allow users to better differentiate files based on the new properties if files have similar names. The new properties are -

• Date
• Public (status)
• Size

New In Measure Graph Comparison View - Show Comments in On Hover Box for Comparison Measure Data Point

What is it? Users viewing a comparison graph can click on a data point for a comparison measure displaying on the graph and will see the comments associated with the data point.

New Updated AI Assist: Analyze Data Modal Text

• Updated language that displays when the AI Assist: Analyze Data tool is processing the data request. Message now reads "Analyzing your Data

 

New Removed XML type from Scorecard API

• XML is no longer available through API module

Fixed Control > Global Admin Menu > New Instance Not Adding Primary User to Control

• Primary user is not displaying in Control when Alobal Admin creates and instance through Control > Global Admin Menu > New Instance

Fixed Addressed Multiple Issues in Scorecard PDF Charts Export

• Graphs export in the order they display 
• Measures with no graph are not included in PDF output
• Legend is no longer overlapping in PDF output
• Pages in Scorecard Charts PDF output are square no letter sized (8.5 x 11)  

Fixed  Scorecard PDF Output Not Displaying All Comparee Measures

• Graphs show comparee measures if graph setting for "Display Comparison" is set to "On"

Fixed Scorecard View - Java Script Error Not Allowing Notes Tabs to Show for Measure with No Data

• Notes tabs are now displaying for measures with no data in scorecard view

Fixed API Not Pushing Updates to Scorecards

• Updates sent through the API are successfully updating scorecards 

Fixed 43.5mb File Not Uploading/Showing Error

• Files upload is accepting files sizes up to 100mb

Fixed Q1 2023 Data Not Displaying in Scorecard Despite Data Being Stored in Hands on Table

• All data points are displaying as expected

Fixed Unlimited Suite Created New Child Instance and Instance Only Has Compyle Access

• New child instances have access to both Compyle and Scorecard

Hotfix 4/14 Scorecard Description Formatting Not Sticking

6.2.12405-10999

3/27/2025 12:00:00 AM

Scorecard Release 3/27

• New: Added "Remove All" Button to Measure Relationship SectionWhat is it? Users will now see a "Remove All" button when viewing the relationship section of a measure that will allow the user to remove all measures loaded into a relationship section without having to remove each measure manually one-by-one. This saves users time when updating relationship sections in a measure.

• A "Remove All" button now displays to the left of the "+Existing Measures" button in the Relationships section of a Measure
• Users can select to remove measures that are loaded into any of the three available sections -

• • "Measures that Aggregated this Measure"
  • "Disaggregated Measures"
  • "Measures to Compare On Graph"
  • 
• When the user clicks the "Remove All" button for a specific section, a popup box will display, requiring that the user types "REMOVE" into the text box available in the pop-box and click the "REMOVE" button in order to continue.

• Once the user clicks the "Remove" button, the measures will be removed from the specified section.

• New: Updated Control/Chargify API - New Registration goes to a new free product

What is it? All free instances will now be applied to the "Clear Impact Suite Free" product family for Chargify billing so that registering free instances do not receiving billing notifications

• New: Added End Point to Control for Compyle
  • New End Point will assist with user management between Control, Scorecard, Compyle

• New: Made Accessibility Updates to Scorecard Embedded Charts 

• • The “Line” and “Bar” radio buttons are announcing correctly
  • The blue links under “Where can I find more information”are displaying in higher contrast on hover
  • The “Powered by…” image at the bottom of the now has alt text label
  • Organization logo in the top-right now reads organization name as alt text
  • “Line” and “Bar” are marked as radio button labels and are no longer bold
  • Users can now use keyboards to click available options click on the “and one more” or “less” at the top of the page.”

• Fixed: Container Notes Showing Duplicate Tabs in Embed View for Scorecard
  • Duplicate tabs are no longer displaying for Containers in embed view
• Fixed: "Favorites" Star Icon is Not Displaying in Measure View Unless User Goes into then Exits Edit Mode for Measure
  • Favorites icon now displays for users when they first visit a measure
• Fixed: Comparison Graphs Not Showing Data In Scorecard Charts Export
  • Comparison Charts are now displaying as expected when Scorecard PDF Charts output
• Fixed: Disabled Links to Scorecard and Container PDF Output For Sub-Objects
  • Hyperlinks in Scorecard PDF output are not longer displaying when users hover over Container or Measure title

6.2.12405-10890

3/13/2025 12:00:00 AM

Scorecard Release 3/13

New Allowed Comments to Display for Measure Graphs Show Even if Only Target Value is Added

What is it? Users can now see comments they have added for specific data periods displaying in the graph even if they have only added a target value. Comments will automatically display when Actual Values and Target Values are added to a data period.

New Add Endpoint to Control for Compyle

What is it? A new endpoint has been added to assist with data transfer between Compyle and Scorecard.

Fixed Comparison Grid Not Showing All Periods of Data for Measure

- Uses can now see all data points for a measure in a graph as expected displaying in comparison view

6.2.12405-10678

2/26/2025 12:00:00 AM

Hotfix 2/26

• New Updated Version of OWIN Middleware to Address Bug Potentially Impacting Login
  • This updated version of OWIN Middleware will enhance cookie management for end users accessing the CI Suite platform assisting with a smoother user experience

• Fixed Measure Graphs Containing Multiple Labels Displaying Smaller than Expected in Scorecard View and PDF Output
  • Graph labels are displaying as expected in Scorecard view and PDF output
• Fixed Measure Graph Not Aligning Data Points Correctly in Graph View in Comparison View
  • Data points are now displaying as expect above the the x-axis as expected

6.2.12405-10567

2/24/2025 12:00:00 AM

Release Notes 2/24

• New  Added Exportable Downloads to Instance Dashboard

What is it? Users can now access a set of exportable downloads in the Instance Dashboard that will allow them export four new file that provide them with the ability to export object data across scorecard objects within an instance. The following export options are now available under the "Options" menu:

• Download Created Measures
• Download Data Changes
• Download All Scorecards
• Download All Measures

• Download Created Measures
  • The "Download Created Measures" option will allow users to determine the date range within which they would like to see which measures were creating in the instance
• 

• Download Data Changes
  • The "Download Data Changes" option will allow users to determine the date range within which they would like to see measures where data was added or updated
• 

• Download All Scorecards
  • The "Download All Scorecards" option will allow users to export a file of all scorecards and related objects from within the instance
  •  
  • 

• Download All Measures
  • The "Download All Measures" option will allow users to export a file of all measures and data from within the instance
•  
• 

• New Added New Export File Option to Scorecard > Exports: Most Recent Values

What is it? The "Most Recent Values" export, now available in the Scorecard view under the "Export" button, allows users to export a file that shows container and measure details along with the most recent values collected for each measure.

• New  AI Assist:Data Analysis Available to End Users

What is it? AI Assist: Analyze Data is now available to end users and will display above the measure graph of measures that have collected 10 or more periods of data. When users click the AI Assist button, the AI Assist module displays a pop-up modal that will provide the end user with insights related to the data collected for the measure.

• Fixed Initiate Calculation Not Working on Specific Scorecard
  • Initiate Calculation function is now working as expected on scorecard
• Fixed AI Assist: Notes Not Accessible to Non-Global Admin
  • AI Assist: Notes is now displaying for end users in instances where the Enable AI Assist option is activated in General Settings

6.2.12405-10456

2/20/2025 12:00:00 AM

Release Notes 2/20

• New Added Instance Code in Group Comparison Data Grid

What is it? When viewing the Grouped Comparison view for a parent measure, users can now see the instance code associated with each measure displaying to the left of the measure name in the data grid that appears at the bottom of the Grouped Comparison modal. This will help users immediately see if a measure belongs to a specific instance along with the primary tag applied to the measure.

• • New Updated Sign-In
    • Applied adjustment to login flow on backend to reduce friction and potential for errors when logging in

• Fixed Measures with Comparison Only Not Showing Data Graphs in Embed View
  • Measures with Comparison-Only are now display data in graphs as expected in the embed view
• Fixed Word Doc Exports from Scorecard Objects Producing Error
  • Word Doc Export are now exporting as expect for scorecard objects
• Fixed Hyperlinked Text in Notes Fields not Displaying in Blue in Embed
  • Hyperlinked text is now displaying in blue in embed view
• Fixed Export > Charts PDF File in Scorecard View Not Generating
  • Charts PDF File is now exporting as expected from Scorecard > Export > Charts PDF File
• Fixed Add Tool Tip to "Enable AI Assist" in General Settings
  • Tool Tip is now displaying for  "Enable AI Assist" option in General Settings
• Fixed Exporting Measure from Export View Does not Include Graph in Exported file
  • Measure graphs are now exporting in the PDF and Word doc export for Measures and Containers.

6.2.12405-10345

2/13/2025 12:00:00 AM

Release Notes 2/13

• New Released "AI Assist: Notes"AI to Admin End Users
  • Learn about the "AI Assist" tools here - Clear Impact AI Assist Module
• New Backend cleanup of client properties

• Fixed Unable to Deactivate User Account - Message Falsely Says User is Primary/Technical Contact
  • User accounts can now be deactivated as expected
• Fixed Notes Text Not Formatting as Expected
  • Note text is now formatting as expected when users save notes entries for the for the first time
• Fixed Info in Tabs for Measure Not Displaying Correctly when Sticky Chart is Activate
  • Info tabs are now displaying as expected when sticky chart option is activate for Measure Graphs
• Fixed Exceptions Occurring for Scorecard.GetAdditionalData, Chart.MeasureData, Comparison Chart
  • Exceptions are no longer occurring 
• Fixed Group Comparison UI Issues Occurring
  • Grouped comparison data grids are now displaying within the parameters of the grouped modal  
  • Measure tags are also now displaying
• Fixed In Control - OHDH Cannot Create a Child Client Due to Incorrect License Count
  • OHDH can now create child instances as expected

6.2.12440-11213

2/4/2025 12:00:00 AM

Release Notes 2/4

• New Added "Grouped Comparison" Option to Graph Options
  • What is it? A "Grouped Comparison" view is now available for graphs in parent measures with disaggregated measures. The grouped summary shows the graph data grouped by measure and showing the various time periods collected for each measure in a grouped display. The "Grouped Comparison" view also provides a data grid which shows the data collected for each measure and period. This view provides users with a high-level snapshot of the data collected for the parent and disaggregated measures without the graph displaying the data over a longer timeline.
    • In order to access the Grouped Comparison option, users can click the "Comparison" button displaying above the graph and then select "Grouped Comparison"
    • 
    • When viewing the Group Comparison, users can utilize the page icon in the upper right corner of the Group Comparison view to export the graph or data through multiple format options. 
    • 
• New Added Function to Export All Scorecard Objects in One Excel Tab to Scorecard
  • What is it? Users can now utilize the option of "Export File - One Tab" to export an entire scorecard into one tab on an excel file creating a file that the end user can use to sort and apply filters to analyze all of the data collected for a scorecard. This function provides an alternative to the available option of "Export File -Multiple Tabs" which creates a separate tab for each measure in the scorecard in the exported excel file.
    • In order to access the "Export File - One Tab" option users can click on the "Export" button in the upper right side of the scorecard view and select the "Export File - One Tab" option
    • 
• New Allow Measure to Display Comparison Data without Requiring Calculation or Data Set in Parent Measure
  • What is it? Users can now add measures to the Measure to Compare on Graph section of a parent measure and see a comparison view of the data within the graph without having to add a set of data or calculation to the parent measure. This functionality provides users greater flexibility in setting up comparison views for various measures.
    • To set up a comparison in a parent measure, the user will first go into a measure with no data or create a new measure that does not have any data
    • 
    • The user will click the "+ Existing Measure" option to search for and add measures to the "Measures to Compare on Graph" section of the parent measure
    • The user will need to set the "Relationship" option in the measure search box to "Comparee"
    • 
    • Once the user clicks "Add" the child measures will be added to the "Measures to Compare on Graph" section of the parent measure.
    • 
    • In order for the graph to display the measures added to the "Measures to Compare on Graph" section, the users will need to go into the Graph Settings and set the "Display Comparison" to "On"
    • 
    • Once the "Display Comparison" setting is set to "On" the graph will load and all measures added to the "Measures to Compare on Graph" section will display in the parent measure graph.
    • 
• New Updated Scorecard Embed View
  • What is it? The Scorecard embed view has been updated on the front end and back end so that it now reflects the streamlined UI and new enhancements recently added to the in-product scorecard view. The scorecard embed view has been enhanced through the following improvements:
    •  Added functionality to allow container headers to span across container width for containers with no measures
    • Made scorecard description collapsible in embed
    •  Updating Bootstrap version for embed
    •  Moved scorecard embed page CSS to Flexbox to allow for responsive design making viewing embedded scorecards on mobile devices a more seamless experience.
    • 

• Fixed Variable Measure Header Hidden Behind Scorecard Header
  • Variable measures headers are now displaying as expected
• Fixed Column Header Tool Help Text Not Displaying in Embedded Scorecard View
  • Column header tool tips are now displaying as expected in the embed view when users click on the column header.

6.2.12430-11123

1/16/2025 12:00:00 AM

What is it? Users that do not want measure or container tags to display in the scorecard embed view, now have an option to "Hide Tag" are available in the embed setting section of any specific scorecard. 

What is it? Users accessing the User list in scorecard sometimes become confused or frustrated when they see inactive users still displaying in the User list. "Hide Inactive" is now on by default so that users will see only Active accounts in the User list in Scorecard and can see inactive by clicking the "Hide Inactive" setting to "Off".

What is it? The aggregate option available in measure graphs was inaccurately calculating the aggregated annual value when measures were set to a calculation types of Accumulated YTD Sum or Accumulated YTD Average

• When a user is in a measure with an accumulated YTD calculation, the "Aggregate" graph dropdown will show Option "Show Only Aggregates" to the end user. If the user switches to the graph to the "Show Only Aggregates" setting then the user will see the "Reset" option under the "Aggregate" dropdown

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• Fixed Embedded Measure Graphs Not Loading 
  • Embedded measure graphs are rendering and displaying as expected in the embedded view
• Fixed Update Create New Client to Connect to New Chargify Product Catalog
  • Instances created by global admin from Control now sync to Chargify as expected
• Fixed Error Occurring in Instance when User Accesses Billing > Subscriptions > Products > View
  • Error has been resolved and users can now access subscription and billing info as expected
• Fixed  Large Scorecards not Producing PDF when Slider Set to Expanded View
  • Large Scorecards are now producing PDF with an indicator message that letting them know the scorecard PDF download is being prepared and will download once ready