Skip to main content
The Partner Scorecard page at /ce/analytics/partners displays performance metrics and referral data for referral partners, including an export option for reporting.

​
Overview

Navigating to /ce/analytics/partners loads PartnerScorecardPage. The page is wrapped in a RequirePermission gate for ce.scorecard.view and renders a PageHeader (title “Partner Scorecard”, description “Performance metrics, referral tracking, and partner comparison”) with an ExportDropdown that requires ce.scorecard.export. The PartnerScorecard analytics component provides the detailed content.

​
Who it’s for

Permission required: ce.scorecard.view (to view). Export requires ce.scorecard.export.

​
Before you start

  • At least one partner with referral history should exist for meaningful data.
  • Export permission (ce.scorecard.export) is required to download data.

​
Steps

1

Open the scorecard

Navigate to /ce/analytics/partners from the CE analytics navigation.
2

Review partner metrics

The scorecard displays performance metrics and referral tracking for partners visible to your organization.
3

Export data (optional)

Use the Export dropdown in the page header to download scorecard data. Requires ce.scorecard.export permission.

Community Engagement

Community Engagement core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/ce.tsx
  • src/cores/ce/pages/PartnerScorecardPage.tsx
  • src/cores/ce/components/analytics/PartnerScorecard.tsx
  • src/cores/ce/components/analytics/ExportDropdown.tsx