Create a KPI

A Key Performance Indicator (KPI) is a measurable value that demonstrates how effectively a company is achieving key business objectives. Organizations use KPIs to evaluate their success at reaching targets. Selecting the right one will depend on your industry and which part of the business you are looking to track. Each department will use different KPI types to measure success based on specific business goals and targets.

  1. Click Create on the Main Menu bar.
  2. Select Report from the menu. A list of available data sources displays.

    3. Note: Data sources in this step are provided for example only. Your Data sources will depend on the modules licensed and the permissions granted. For more information, see Data Sources/Views.

  1. Select the data source that you want to use for your report or graph/chart from the list.
  2. Click Next. The Report Layout page displays.

  1. Click Add report name box and type the name of your graph/chart.
  2. Click the Select report type drop-down arrow.

  1. Select KPI from the list of available report types.

  1. Click the Save in drop-down arrow and select one of the following:
    • An existing folder from the list where you want to save the report or graph/chart.
    • Add New Folder to create a new folder where your report or graph/chart will be saved. See Create a Folder.
    Type values in this box to filter and find the folder where your report or graph/chart will be saved.
  1. Do the following to work with the list:

    • Select the desired filter to apply to the list of available fields. The available options are:
      • All Fields
      • Dimensions
      • Measures
      • Date
    • Start typing in the Search item box to begin searching for available fields.
    • Click Fields and Custom Fields to alternate between the tabs.
      • For more information on how to create and use Custom Fields, see Create and Use Custom Fields.
    • Click Expand All or Collapse All to view or hide all available options in order to easily narrow down on the desired field(s).
    • Drag and drop the fields to add to the graph/chart from the Fields list to the Layout section.

    Note: The elements in the Layout section change depending on the requirements of the Report Type you are creating.

  2. Click to add a filter. For more information, see Add a Filter.

    3. Note: You must create at least one filter.

  3. Optional: Click to add a pivot. For more information, see Add a Pivot.
  4. Click the Preview button to preview your graph/chart. Your graph/chart displays in View Mode.
    5. You can preview your graph/chart at any time by clicking on the Preview button. No Data Available displays when there is no data retrieved/found.

    The following message displays when a report or graph/chart takes too long to render:

    Click one of the following:

    • To send the report or graph/chart offline in an email.
    • To stop loading and abort the report or graph/chart.
    • To continue waiting and view the report or graph/chart.

  5. Click Save to open the Save context menu
  6. Select one of the available options:
    • Save: Selecting this option will save the graph/chart without exiting the graph/chart edit page.
    • Save as copy: Selecting this option will save a copy of the graph/chart. You will need to rename the graph/chart in the Navigation Menu.
    • Save & Close: Selecting this option will save the graph/chart and close the graph/chart edit page. The graph/chart will then run.
    • Save & send by email: Selecting this option will save the graph/chart and close the graph/chart edit page. A modal window will then give you the options to send the graph/chart. For more information, see Email a Graph/Chart.
    • Save & Create new: Selecting this option will save the graph/chart and close the graph/chart edit page giving you the option to create a new graph/chart.