Copy a KPI

How to copy a KPI.

  1. Open the Main Menu and navigate to Administration > Application Setup.
  2. Navigate to KPI Builder > KPI Definition. A table lists the Name, Description, Short Name, Aggregation, Display Format, Precision, and Type (STANDARD or CUSTOM) of each existing KPI. You can sort this list by the contents of any column by clicking tapping the column heading. Clicking Tapping toggles between an alphabetical or reverse alphabetical sort.

    You can filter this list by clicking tapping Filter and entering a search string in one or more of the empty cells immediately beneath the column headings.

    You can condense the table by removing any unpinned columns (columns with a blue heading). Click Tap Column Selection and select or deselect the appropriate columns.

  3. Highlight the custom KPI that you want to edit and click tap Edit .
  4. In the Save changes to field, select the "A new KPI" check box, enter a Name and Description for the KPI, and click tap Save. The copy of the KPI will appear as a new custom KPI.