Daily Metrics: Configure

To create a daily metric type:

• Head to Tasks > Setup > Daily Metric Types.
• Select [NEW DAILY METRIC TYPE].

Within the Create Daily Metric Type window, enter: 

• Daily Metric Type Name: Enter a name for the metric type.
• Value Type: Select the metric value type as either a Numeric value or Currency value.
• Future Entry Limit: Specify how far into the future a user can enter a metric value.

Select [SAVE].

Existing Daily Metric Types can be edited if required. 

To edit a daily metric type:

• Head to Tasks > Setup > Daily Metric Types.
• Locate the Daily Metric Type and select [EDIT].

Within the Edit Daily Metric Type window, the following can be edited: 

• Daily Metric Type Name: Enter a name for the metric type.
• Value Type: Select the metric value type as either a Numeric value or Currency value.
• Future Entry Limit: Specify how far into the future a user can enter a metric value.

Select [SAVE].

Access the Daily Metric Types section via: Tasks > Setup > Daily Metric Types.

All daily metric types are shown by default when accessing this section.

If required, you can filter the list to see specific daily metric types, by using the following filters within the Search panel at the top of the section:

• Daily Metric Type Name: Search for daily metric types based on the name entered (or part of).
• Show Deleted: Search for daily metric types which have previously been marked as deleted.

Select [SEARCH], and all daily metric types which meet your search criteria will be listed.

The daily metric types list shows the following:

• Daily Metric Type Name: Displays the daily metric type name.

A daily metric type can be deleted if no longer required. Any historical entries against the metric type are retained but can no longer be edited. 

You can only delete a daily metric type if you have rights to do so. Click Here if you do not have rights to delete but believe you should.

To delete a daily metric type:

• Head to Tasks > Setup > Daily Metric Types.
• Locate the required daily metric type and select [EDIT]. 

Within the daily metric type:

• Select [DELETE].
• Confirm the deletion.

The daily metric type is now marked as deleted. 

As this is a soft delete, the daily metric type can be recovered if required. To do so, locate the daily metric type (ensuring that the Show Deleted search filter is set to "Yes") and access the daily metric type record again. Select [UNDELETE] and confirm the recovery. The daily metric type is now available again.