Ready for Rollup

Ready for Rollup specifies that data in the current metric is ready for inclusion in rollup reports. Typically, Ready for Rollup is restricted to financial representatives; however, any user with the Metric -- Set ready for rollup permission can access this setting. This property setting affects all views in the metric.

Note: Ready for Rollup is a replaceable term in PowerSteering. Your organization may use a different label to represent when a metric is ready for rollup on your site.

1. Select Metric

1. Click the Project button on the Icon Bar.
2. Click Metrics to expand the menu, then select a metric.

Note: Clicking the Project button on the Icon Bar will take you directly to the summary page of the last work you visited.

2. Click Edit Properties

• Click the Properties icon.

3. Select Ready for Rollup

1. Select the Yes radio button for Ready for Rollup.
2. Click Save.

Note: When the Ready for Rollup check box is either selected or cleared, an alert will be sent to all users with the Metric Ready for Rollup Change alert subscription.