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Create Report

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1. Click on the Create link and select Report to begin building your report.

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3. Select Ski Team as the View. This will now take you to the Data step of the builder.

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Data Setup

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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.

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KPI Setup

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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.

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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.

15. Define the Type as Value. 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 open the alert rules list. This is where you will define the conditions.

17. Create three alerts:

  • Red Less than 12000000
  • Orange Between 12000000 and 15000000
  • Green Greater than 15000000

18. Close the KPI menu by clicking on the x in the top right corner of the menu.

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Report Save

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In order to complete the report and activate it the Save menu will need to be completed.

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See KPI Tabs for more information.

 

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