View source for Preset and Custom KPI Printing


When creating Printable Documents within the [[Preset GAAP KPIs|'''Preset GAAP KPIs''']] section, [[Preset Benchmark KPIs|'''Preset Benchmark KPIs''']] , [[Custom KPI Analysis|'''Custom KPI Analysis''']], [[Sales Management KPI Analysis|'''Sales Management KPI Analysis''']] and [[Sales Mangement Composite KPIs|'''Sales Mangement Composite KPIs''']] sections you will be presented with a set of options for the available KPIs.

Within the [[Preset GAAP KPIs|'''Preset GAAP KPIs''']] and [[Preset Benchmark KPIs|'''Preset Benchmark KPIs''']], a set of defaults are selected for printing.  For all sections, you may enable or disable inclusion of any of the available KPIs.  Each KPI report can be configured to include both of or exclude one of ''Month to Month Comparison'' and ''Goal Comparison''s.  By default both ''Month to Month'' and ''Goal'' Comparisons are enabled.

Within the [[Custom KPI Analysis|'''Custom KPI Analysis''']] and [[Sales Management KPI Analysis|'''Sales Management KPI Analysis''']] sections, printing is base on the active set of available KPIs from the selected ''KPI Group'' (for more details on KPI Groups see the section on [[Custom KPI Analysis|'''Custom KPI Analysis''']].  Within the [[Sales Mangement Composite KPIs|'''Sales Mangement Composite KPIs''']] section, the list of available KPIs is based on the 10 composite KPIs available. By default, no KPIs are selected for report generation and you must select at least one KPI to include in the report.  Each KPI report also includes the same ''Month to Month Comparison'' and ''Goal Comparison'' options.


Once you have selected the KPIs you wish to generate a report for and have configured the ''Month to Month Comparison'' and ''Goal Comparison''s for each, simply click the "Print Document" button to generate the report.

Back to [[Printing Reports|'''Printing Reports''']]