---
title: "Spot KPI Report"
canonical: "https://wiki.yellowfinbi.com/space/USER72/2833456/Spot%20KPI%20Report"
format: markdown
---
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## Create Report


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## Data Setup


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## Filter Setup

The Spot KPI type requires a refresh schedule to be defined in order to take a snapshot of the metric value at regular points in time. This generates the trend line shown on the KPI Tab. In order to ensure each snapshot records the right range of data, a filter may need to be used as well.

I this example we are going to set the refresh schedule to run on the first of each month. This means that we want the snapshot to capture a month's worth of data. In order to set this up we will add a filter to restrict the results to last month's data.

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## KPI Setup


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### Spot

KPI reports require several components to be defined that are not required by standard reports. The metric to be monitored must be configured first.

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### KPI Alerts

The next component required for KPI reports is the Conditional Formatting Alerts displayed to the left of the kpi on the Dashboard. This icon or colour displays an alert for the current status of the value.

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### KPI Refresh Schedule

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## Report Save

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

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Your KPI report is now complete and ready to be added to a KPI Dashboard Tab.

> See [KPI Tabs](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2833594) for more information.