Create reports & add your metrics

See all the metrics for your business in one place

13 articles in this collection
Written by Rowan

Design your reports

Create a new report

How to create a new report for your organisation

Written by Rowan
Updated over a week ago

Add metrics to a report

How to add metrics to a report, either by adding a new metric or by adding an existing metric from your library.

Written by Rowan
Updated over a week ago

Rename a report

How to change the name and web address for your reports

Written by Rowan
Updated over a week ago

Add sections to a report

How to organise the metrics in your reports into separate sections

Written by Rowan
Updated over a week ago

Layout a report

How to arrange the metrics in your reports, and group them into sections

Written by Rowan
Updated over a week ago

Delete a report

How to remove a report from your organisation

Written by Rowan
Updated over a week ago

Manage your metrics

Add a new metric

How to add a new metric, where the value is entered manually by you or somebody else

Written by Rowan
Updated over a week ago

Add a calculated metric

How to add a new calculated metric, referencing other metrics

Written by Rowan
Updated over a week ago

Add an imported metric

How to add a new metric, where the value is imported from an external data source

Written by Rowan
Updated over a week ago

Add a status or star-rating metric

How to add a metrics to track subjective values

Written by Rowan
Updated over a week ago

Enter values for a metric

How to update the values for a metric and remove the yellow bar

Written by Rowan
Updated over a week ago

Show a delta for a metric

How to display a delta showing how a metric has increased or decreased since previous periods

Written by Rowan
Updated over a week ago

Delete a metric

How to remove a metric from your report or from your organisation

Written by Rowan
Updated over a week ago