Users will require Full Write Metrics permissions to perform these functions.
Users with this permission also have the Limited Read Metrics, Full Read Metrics, and Limited Write Metrics permission.
Entering Metrics/Data Sets
From the left navigation, select Reporting > Metrics. Next, select the Settings tab, and then, it's recommended to first create your data sets (or metrics) that are located in the Metrics sub-tab before adding a Report Group.
A metric is something you are interested in counting such as attendance, offering, first-time guests, etc.
NOTE: ALL groups will use the same metrics (or data sets).
To create a new metric select the Add New button in the top left. This will open a pop-up screen that allows you to configure the metric you are tracking.
Name: (required) Choose a name that simply conveys the metric you want to track (Ex. attendance, offering, first-time guests).
Data Type: (required) Choose from Number, Decimal or Currency.
Is Active?: Indicates if you are currently tracking this data set or not.
After creating the various metrics you will have a list of metrics and the ability to create subgroups. Click on Add New to insert a metric and then you can drag that to its appropriate spot.
Be sure to save your edits.
Adding a Report Group
Go to Reporting > Metrics > Settings tab > Report Groups sub-tab. Then, select the Add New button, which will open a pop-up screen allowing you to configure the group you are tracking.
This is any Group of data that you want to track over time. Groups can have multiple data sets (or metrics) - as outlined above.
NOTE: ALL groups will use the same metrics (or data sets). If measuring attendance, giving, first-time guest, etc., for a weekend service you will only need to create a single group and you can add these various data points (metrics) using the Metrics tab.
Inputting Data
After your metrics and group have been created you can start inputting your data using the Data tab > Add Data to get started.
Choose the Report Group from the dropdown. Start inputting your data in the field provided. Then select the Publish button.
NOTE: It's important to choose the correct date for which you are inputting data.
Reviewing the Metrics Dashboard
After the data has been inputted you can navigate to the Dashboard to add the metrics widgets to see charts, graphs, and comparisons of your data. Go to Dashboards on the main area and make a dashboard for metrics. For more about dashboards, see this video.
