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1. Click on the Create link and select= Report to begin building your report.
2. You should now be on the Initialisation page. Select= the Drag and Drop Builder as the builder type.
3. Select Ski Team as the View. This w= ill now take you to the Data step of the builder.
You will now need to add the metric field to be monitored by the KPI to = the report.
4. Drag the Month and Invoiced= Amount fields into the Columns list.
You will now need to navigate to the Output step of the= builder to configure the KPI options.
5. Click the Output option in the main= navigation bar.
6. Click on the KPI menu from the main= navigation bar on the Output step of the builder.
KPI reports require several components to be defined that are not requir= ed by standard reports. The metric to be monitored must be configured first= .
7. To begin, enable the KPI Functionality option. This will show all the components required for the KPI.
8. Set the KPI Type to Time.
9. Set the Keyed On to Month= strong>.
10. Set the KPI Metric to Sum = Invoiced Amount.
11. Set the Desired Trend to U= p.
12. Set the Target Type to Man= ual and the Target to 15000000.<= /p>
The next component required for KPI reports is the Conditional Formattin= g Alerts displayed to the left of the kpi on the Dashboard. This icon or co= lour displays an alert for the current status of the value.
13. Click on the Setup section to open= the settings available.
In this example we will be defining alerts using the icons. You can also= use the Cell or Text options if you just wish to display a block of colour= rather than an image.
14. Set the Style to Icon and select the Ticks option as the Icon Set= strong>.
15. Define the Type as Value= strong>. This will mean that the value in the cell is compared to the alert= values to check the rule, rather than another field or function.
16. Click on the Alerts section to ope= n the alert rules list. This is where you will define the conditions.
17. Create three alerts:
18. Close the KPI menu by clicking on the x in the top right corner of the menu.
19. Click on the Report > S= ave option through the main navigation bar of the Output= strong> step.
20. Set the Name to KPI Time Report Tutorial.
21. Type This report was created as part of the= KPI Report tutorial into the Description box.
22. Set the Category to Tutori= al and the Sub Category to Training.
23. Click Activate.
Your KPI report is now complete and ready to be added to a KPI Dashboard= Tab.
See KPI Tabs for more infor= mation.