Not seeing this feature? It may not be included in your current plan. Contact your Account Manager or Support to learn more.
In order to view, create or edit Custom Metrics and Scorecard Reports, a user must have the following access privileges:
- Custom Metrics enabled in the User Permission List.
- User Permissions for Metrics enabled in Menu-Access for individual users.
User Permission List | Custom Metrics
- From the portal main menu, click Account and then click Manage Users.
- In the Additional Options menu, select Permissions for individual users (opens in a new browser Tab).
- Click the checkbox to enable Custom Metrics for a user.
To view the Utilization Rollup, a user must also have Hierarchy Admin enabled in the User Permissions List.
Manage Users | Menu-Access for individual users
- In the portal, click Account, then click Manage Users.
- In Additional Options menu, select Menu-Access for individual users (opens in a new browser Tab).
Menu-Access List | User Permissions | Category: Custom
- In the top menu bar, select Category: Custom and click the filter button.
- Scorecards involve up to 3 of the available User Permissions for Metrics:
- Manage Metrics = the user can create, edit and delete custom metrics.
- Scorecard Configuration = the user can configure scorecards.
- Metrics Report = the user can view and run custom metrics reports. End users need this checkbox enabled if they will be viewing reports ONLY.
Menu-Access List | User Permissions | Category: Dashlets
- In the top menu bar, select Category: Dashlets and click the filter button.
- Click the checkbox to enable Utilization Rollup for a user.
Metrics are shared by all users who have access to them. Please consider that users can edit/delete/view each other’s metrics and any changes are global. In order to run a traditional Metric Report, a user must have the Metrics Scorecard option enabled in the Menu Access List , Category: Report.