KPIs

Viewing the KPI List
In This Article Overview Accessing the KPI List Understanding the KPI List Interface What Makes a KPI "Up to Date"? Searching for KPIs Fil...
Thu, 12 Mar, 2026 at 1:09 PM
Adding a KPI
In This Article Overview Accessing the Add KPI Screen Understanding the KPI Configuration Panel Configuring Main KPI Details 1. Name (Required) 2. De...
Mon, 16 Mar, 2026 at 5:06 PM
Editing a KPI
In This Article Overview Accessing the Edit KPI Screen Understanding the Configuration Screen Editing Main KPI Details Configuration: Settings Specif...
Tue, 17 Mar, 2026 at 5:29 PM
Using the KPI Toolbars
In This Article Overview Accessing the KPI Toolbar Navigating KPI Sections Chart Configuration Values Top-Right Toolbar Icons 1. Notes and Attach...
Tue, 17 Mar, 2026 at 3:46 PM
KPI Chart
In this article Overview KPI Chart Next Steps Overview This section allows you to configure how the captured KPI values will be displayed on the chart...
Fri, 26 Jan, 2024 at 3:20 PM
KPI Chart Options
In this article Overview Chart Options Next Steps Overview This section allows you to configure the options to determine what data will be displayed o...
Fri, 26 Jan, 2024 at 3:22 PM
KPI Values
In this article Overview KPI Values Next Steps Overview This section allows you to input the KPI Values to determine what data will be displayed on th...
Mon, 16 Feb, 2026 at 11:47 AM
KPI Commentary Feature
In This Article Overview Accessing Notes and Attachments Adding a Comment Adding an Attachment Setting an Effective Date Understanding Comment Groupin...
Mon, 2 Mar, 2026 at 5:07 PM