KPIs – 2 of 3 – Linking a Report to a KPI


In this second of the three part series on KPIs, we will review how to link a defined report to a KPI. KPIs that are linked to reports, will display the “selectable” image (typically hand) when you hover over the Current Value line below the KPI.

 

Clicking on this line will open the designated report in the Report Preview Window.

To link a defined KPI to a report:

  • First determine the correct Report ID by locating the report to be linked from the Reporter and accessing the Report Setup Window. Click on the Advanced Tab and document the Report ID listed (WOCCountbyShop in the following example):

  • To link the KPI to this report, open the Dashboard and select the KPI to be linked:

  • Click the Edit Link directly below the displayed KPI. The Edit KPI Dialog will display.
  • In the “Click URL” text box, enter the following syntax, replacing “ReportID” with the ID identified in Step 1:

    javascript:top.openPreview(“ReportID”,””,true)

    

 

  • Click Save.

 

Test the new report link by clicking on the “Current Value” Line directly below the KPI. Your report should open in the Report Preview Window:

 

Next Week

In the next blog on this topic, we will review how to set up KPIs to maintain historical trend data.

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