Creating a Scorecard for Board Participation

Cheena DeAraujoDesir

I was tasked to build a scorecard for Board Participation. I have done this via CR.


We are using the follow data points:


Attributes - track individual Committee Assignments and Exec board status

Event Participation - tracks if they attended the meetings

Summary of YTD Giving

Summary of Campaign Giving (2 campaigns total)


I have below a break out of scoring

Giving toward Board Commitment in 2020
1 to 5 (1 is no giving; 5 is above and beyond 10K)
1 – $0
2 – $1 – $2,500
3 – $2,501 – $5,000
4 – $5,001 – $9,999
5 – $10,000+

Giving toward Tennis Forever and/or Match Point
1 – $0
2 – $1 – $100,000
3 – $100,001 – $250,000
4 – $250,001 – $500,000
5 – $500,001+

Participation in Committee Meetings
Per quarter there are 1 meeting, 15 committees should have 60 meetings in a year. BOG and Executive Board meeting 4 times a year each.

56 of 77 BOGs sit on Committees. Average of 2 CMTs per board member.

Do you need to be a part of a Committee to get this credit? Or can non_CM BOGs get a credit (i.e. Stan attending committee meetings that he is not a committee member on)?

Committee Meetings (It would be tallied for each committee an individual is on)
1 – No Meetings
2 – 1 Meetings
3 – 2 Meetings
4 – 3 Meetings
5 – All Meetings

BOG Meetings
1 – No Meetings
2 – 1 Meetings
3 – 2 Meetings
4 – 3 Meetings
5 – All Meetings

EB Meetings
1 – No Meetings
2 – 1 Meetings
3 – 2 Meetings
4 – 3 Meetings
5 – All Meetings


Just lost on how to make these tabulate in CR to get one overall score.

Steven Cianciarulo

I'm guessing you have a sub-report set up for each of these scoring categories and a formula giving you the total for that category. If so, you'll need to use another formula to create a shared variable to pass the result of the formula from the sub-report to the main report. I'm a little rusty, but it would look something like:

shared numbervar SharedScore := ExistingScoreFormula

Then, in your main report make a formula like this for each passed variable

shared numbervar SharedScore;

Finally, make another formula adding together all the formulas for the shared variables you passed to the main report.


I might have some syntax wrong here, but if you google for shared variables in CR you should find some good documentation.


A note: CR can only do math on things that have appeared above a formula, so your grand total will need to be below all of your sub-reports. You also may need to put the formulas for the individual category totals into the main report for it to do the math right, I can't remember. If you don't want them to appear, just put them in a section by themselves and suppress it.


Hope that helps! CR is opaque and unintuitive but has gotten the job done for me time and again.