Difference between revisions of "Preset and Custom KPI Printing"
Tim Peeler (talk | contribs) (Created page with " When creating Printable Documents within the '''Preset GAAP KPIs''' section, '''Preset Benchmark KPIs''' , Custom KPI Analysi...") |
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| − | 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''']] | + | 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 [[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''']]. 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. | + | 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. |
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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. | 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''']] | Back to [[Printing Reports|'''Printing Reports''']] | ||
Latest revision as of 12:00, 6 July 2019
When creating Printable Documents within the Preset GAAP KPIs section, Preset Benchmark KPIs , Custom KPI Analysis, Sales Management KPI Analysis and Sales Mangement Composite KPIs sections you will be presented with a set of options for the available KPIs.
Within the Preset GAAP KPIs and 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 Comparisons. By default both Month to Month and Goal Comparisons are enabled.
Within the Custom KPI Analysis and 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. Within the 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 Comparisons for each, simply click the "Print Document" button to generate the report.
Back to Printing Reports
