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Create reports & add your metrics

Create reports & add your metrics

See all the metrics for your business in one place

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11 articles in this collection
Written by Rowan
Design your reports

Create a new report

How to create a new report for your organisation
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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.
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Written by Rowan
Updated over a week ago

Rename a report

How to change the name and web address for your reports
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Written by Rowan
Updated over a week ago

Add sections to a report

How to organise the metrics in your reports into separate sections
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Written by Rowan
Updated over a week ago

Layout a report

How to arrange the metrics in your reports, and group them into sections
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Written by Rowan
Updated over a week ago

Delete a report

How to remove a report from your organisation
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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
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Written by Rowan
Updated over a week ago

Add a calculated metric

How to add a new calculated metric, referencing other metrics
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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
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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
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Written by Rowan
Updated over a week ago

Delete a metric

How to remove a metric from your report or from your organisation
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Written by Rowan
Updated over a week ago