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
Viewing the KPI Chart
In This Article Overview Accessing the KPI Chart Understanding the KPI Chart Display Chart Elements Chart Sidebar - Summary Area and Performance Statu...
Fri, 20 Mar, 2026 at 2:30 PM
Viewing the KPI Chart Options
In This Article Overview Accessing KPI Chart Options Understanding Chart Options 1. Min 2. Max 3. Performance Period 4. Quarters 5. Months 6. Week...
Fri, 20 Mar, 2026 at 4:01 PM
Adding and Viewing KPI Values
In This Article Overview Accessing the KPI Values Screen Understanding the KPI Values Grid Adding KPI Values Adding Comments and File Attachments Add...
Mon, 23 Mar, 2026 at 3:23 PM
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