Specifies whether the User-defined KPI Template is selected.
Field
Group Name
Specifies the groups to which the KPI belongs. The group name is displayed in blue if the KPI belongs to the same group as the functions selected earlier in the guide.
Field
KPI No.
Specifies the number of the User-defined KPI. It is possible to change it in the guide.
Field
Name
Specifies the name of the User-defined KPI. It is possible to change it in the guide.
Field
Description
Specifies the description of the User-defined KPI. It is possible to change it in the guide.
Field
Table Name
Specifies the name of source table used for the KPI.
Field
Page Name
Specifies the name of the page used for the Link. This page opens on a new tab in your browser when the KPI is used for DrillDown.
Field
Calculate
Specifies how the KPI is calculated.
Field
Extension Name
Specifies the name of the extension on which the User-defined KPI is based. Only templates based on extensions installed in the service agency are displayed. Note that the extension must be installed in the client company in order to use the User-defined KPI.
Action
Select
Set the marked records as selected.
Action
Up
Move the record one step up in the list and change the number of the KPI.
Action
Down
Move the record one step down in the list and change the number of the KPI.