Using Metrics in the Reach Reporting Builder

Using Metrics in the Reach Reporting Builder How to add metrics to Reach Reporting.

How to is metrics in the Reach Reporting Builder

In this article, we are going to focus on adding metrics to your reports. 

First, open metrics by clicking the metric icon at the top, and this section will expand. Within this section, there is a drop-down that allows you to add templates from pre-built metrics.  In this drop-down, you can choose from the various chart types (line, bar, column, pie, etc.) and if you have already created a metric and added it to your templates, you can access that metric here in “my templates.”

Once you have found the metric you are wanting to add, click and hold while dragging the metric onto the report. Once you release your mouse, the metric will be placed onto the page.  You can create a new metric by selecting, Create.

Second, now that your metric is on the page, you can resize and move the metric to where you want it.  Each page is it’s own and you can’t drag content onto a different page. 

The metric will auto-format when you resize so that you can determine how big or small you want to display it.

You will notice when you select a metric, the top menu will change.  Here is where you can add the metric as a template to be used on other reports and dashboards within the current company or used on a different company you have access to.

Third, there are several ways to edit and save your metric. 

You can click the "Edit Metric" icon in the top right corner and it will take you to the metric builder.  Within the builder you can;

*Add or change date ranges
*Select or include more data
*Change the metric type
*Adjust colors
*Many other customization options

When you click the "arrange" icon (right of edit metric) you have the ability to;
*Control the angle
*The position (i.e. top, bottom, middle...)
*Manage the layers of multiple objects on the page
*Alignment to the page

Next is the scratchpad icon (next to the arrange icon) where you can add metrics or content to your scratchpad that can be used on other reports.

Lastly, The trash can is for deleting the content that is selected.  You can also delete metrics or other content by using the delete or backspace key on your keyboard.

Watch the video below for more information and if you have any questions please let us know. 

Financial Visual Reporting Made Easy

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