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Administrator Guide
Last Updated: 2023-09-08
Steps: Create Custom Metrics and Scorecards

Steps: Create Custom Metrics and Scorecards

  • Create fiscal schedules for use with any custom scorecards you create.
  • Select
    Enable Scorecarding
     check box in the
    Scorecarding
     section on the
    Edit Tenant Setup - Reporting and Analytics
     task.
  • Security:
    Metric Management
     domain in the System functional area.
You can build custom metrics and analytic scorecards to make key information available from a dashboard or home page.
  1. You can create a metric set to group custom metrics for a scorecard.
  3. Access the
    Create Custom Dashboard
     task and create a custom dashboard for displaying your scorecard.
    Include
    Metrics Published
     as the
    Domain
     for your dashboard.
  5. You can process metrics for the current period.
  6. (Optional) Initialize metric values for historic periods. On the
    Initialize Metric Values
     task, you can:
    • Add a new metric and process for historic periods.
    • Reprocess an existing metric for historic periods.
  7. (Optional) Schedule calculation of metric values for multiple historic periods on the
    Calculate Metric Values
     task.