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BSC Designerbusiness intelligence
10 available actions
What your AI agent can do in BSC Designer
BSC Designer helps organizations create balanced scorecards, manage KPIs, visualize strategy maps, and track strategic performance. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 10 actions.
Common starting points
- Get DocumentGet metadata and sharing settings for one scorecard document by numeric ID or alias.
- Get Grouped Indicator ValuesGet one indicator's values grouped by day, week, month, quarter, half-year, or year over an explicit date range.
- Update IndicatorUpdate an indicator's name, description, or leading/lagging business type without changing its measured values.
- Set Indicator ValuesSet one or more indicators' value, baseline, target, minimum, or maximum in one batch request.
- Balance Scorecard WeightsRecalculate and persist balanced indicator weights across a scorecard, returning every changed old and new weight.
Browse all 10 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 7 actions
- Download Excel ReportGenerate and download a scorecard's Excel report, optionally evaluated at a specified date.
- Get DocumentGet metadata and sharing settings for one scorecard document by numeric ID or alias.
- Get Grouped Indicator ValuesGet one indicator's values grouped by day, week, month, quarter, half-year, or year over an explicit date range.
- Get Indicator ValueGet one indicator's value, baseline, target, minimum, and maximum for the requested as-of date under its update-interval and value-inheritance settings, including each…
- Get Scorecard ItemGet detailed metadata for one scorecard item, such as an indicator, goal, or initiative, using its exact item identifier.
- List DocumentsList scorecard documents owned by or shared with the connected user, returning IDs and aliases for subsequent scorecard operations.
- List Scorecard ItemsList the goals, perspectives, indicators, initiatives, risks, rationales, and expected outcomes in a scorecard, with optional local filtering for value-bearing…
Update & manageChange and manage existing recordsView 2 actions
- Set Indicator ValuesSet one or more indicators' value, baseline, target, minimum, or maximum in one batch request.
- Update IndicatorUpdate an indicator's name, description, or leading/lagging business type without changing its measured values.
Other actionsSpecialist and administrative actions.View 1 action
- Balance Scorecard WeightsRecalculate and persist balanced indicator weights across a scorecard, returning every changed old and new weight.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect BSC Designer
How does the agent connect to BSC Designer?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in BSC Designer?
The page above lists the 10 actions currently available through the BSC Designer connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is BSC Designer included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until BSC Designer is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put BSC Designer to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.