Managing Scorecards

A Scorecard serves as a container for various rules that collectively assess adherence to defined standards. Scorecards use rules to monitor compliance across different entities and teams, identify areas for improvement, and ensure alignment with both internal and external requirements. This document provides instruction on how to create and manage Scorecards and its rules in New Relic.

Create a new Scorecard

You can create a Scorecard using one of available templates or your own Scorecards and add their rules to meet your requirements. For more information, refer:

• Create a Scorecard using Template
• Create a custom Scorecard

Prerequisites:

• An active New Relic account ID to create this Scorecard.

Create a Scorecard using templates

To create a Scorecard using templates:

1. Log in to your New Relic account.
2. Go to left navigation pane > All Capabilities > Scorecards > Create Scorecard.
3. On the Create a Scorecard screen, click Use a template.
4. On the Choose a template screen, select a Scorecard template from the list, and click Next.
5. On the Manage the rules screen:
   • Enable the required rules.
   • From the Run this rule in drop-down list, select the accounts to run this rule.
   • Click Next.
6. On the Review your Scorecard details screen, if required, update the name and description for the Scorecard.
   • Click Confirm & Create.
7. After the Scorecard is created, you can also add additional rules as required. For more information, refer to Create Scorecard rule.

Create a custom Scorecard

To create your own Scorecard:

1. Log in to your New Relic account.
2. Go to left navigation pane > All Capabilities > Scorecards > Create Scorecard.
3. On the Create a Scorecard screen, click Build your own.
4. Provide a name and description, then click Create.
5. After the Scorecard is created, add and configure rules to define your specific compliance criteria. For more information, refer to Create Scorecard rule.

Create a Scorecard rule

Rules in Scorecards are used to evaluate entities against specific compliance criteria. You can define rules to automate the process of validating whether your services, applications, or other resources adhere to the specific requirements.

You can create rules for Scorecards using NRQL queries. Each rule can span multiple entities and validate whether each entity meets specific conditions by evaluating to either true or false.

Prerequisites:

• You must have an active New Relic account ID to create this rule.
• You have a Scorecard created. For more information, refer to Create a new Scorecard.

To create a rule:

1. Log in to your New Relic account.

2. Go to left navigation pane > All Capabilities > Scorecards.

3. Select the required Scorecard.

4. Click + Create Rule.

5. Select the New Relic accounts where the rule will be evaluated. This ensures that the rule applies to the correct set of data and entities.

6. Enter an NRQL query that specifies your conditions. Your query must contain these two fields:

   • A FACET by entityGUID for example: FACET id as entityGuid

   • A score column to evaluate scores for 0 or 1. For example, SELECT if(latest(reporting), 1, 0) as 'score'.

     Example NRQL:

     SELECT latest(if(tags.language = 'ruby', 0, 1)) as 'score' 
     FROM Entity 
     WHERE tags.environment = 'production' and type = 'APM-APPLICATION' 
     SINCE 1 day ago 
     FACET id, tags.nr.team as 'team'

     Copy

7. To validate your query, click Run this query. Upon successful run, a preview response appears.

   From the Use existing query drop-down list, select your previously created query to run in the rule.

8. Click Next.

9. Provide a name and description for the rule.

10. Click Save and create.

Update a Scorecard

You can update your existing Scorecard, duplicate the Scorecard, or delete an existing Scorecard using the more option.

To update a Scorecard:

1. Log in to your New Relic account.
2. Go to left navigation pane > All Capabilities > Scorecards.
3. Select the required Scorecard. On the top-right hand side, click the more icon and select one of the following options:

Update rules

You can also enable or disable existing rules for a Scorecard.

To update rules:

1. Log in to your New Relic account.
2. Go to left navigation pane > All Capabilities > Scorecards.
3. Select the required Scorecard.
4. On the top-right hand corner, click the more icon and select Activate and deactivate rules.
5. Enable or disable the required rules, and click Save.

Scorecards best practices

• Regularly review Scorecards to ensure alignment with strategic goals.
• Use historical data to identify trends and make informed decisions.