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 Metric" 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.
Use the "cog" icon to create your subgroups. > + Add Sub Metric.
PRO TIP: Click and hold the "hamburger icon" to drag and organize subgroups.
Be sure to save your edits.
Adding a Report Group
Go to Reporting > Metrics > Settings tab > Report Groups Sub-tab. Then, select the "+ Add Report Group" 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 > + Submit Data button to get started.
Choose the "Group" from the dropdown.
Start inputting your data in the field provided. Then select the "Save and 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 see charts, graphs, and comparisons of your data. Go to Reporting > Metrics > Dashboard tab.
From here you can view a weekly breakdown by selecting the "View Breakdown" button.
Note: You can also select "+ Add Widget" to add additional counts and analytics charts.