User Guide

The User Guide explains how to use additional features in Eagle Free, such as relocating selected KPIs to other role centers and to other activities within the role center, as well as importing and exporting KPIs to other companies.

Chapter Description
Create Eagle KPI manually Create KPIs manually instead of using templates
Apply Filters on Eagle KPIs Apply filters on KPIs
Export/Import Eagle KPIs Setup Create KPIs and share them with other companies to make it easier to have a consistent view across your businesses
Add To Role Center Add your KPIs to multiple Role centers within the same company.
Add To Activities Place KPIs in multiple activities within the role center to fully customize your view and see important metrics wherever you need them

Create Eagle KPI manually

  1. Choose the search icon (ALT+Q), enter Eagle KPIs Setup - This Company and then choose the related link.
  2. Select the User-defined KPIs FastTab.
  3. Choose one of the available records and select the Edit action. Available record
  4. Fill in the fields as necessary. Hover over a field to read a short description.
    1. Enter the field name of the KPI in the Name field.
    2. Enter a Description of the KPI.
    3. In the Table No. field, choose the number of the table that provides the data for the KPI.
    4. Specify the number of the Page to open when the KPI is clicked and used for DrillDown.
    5. In the Calculate field:
      1. Select whether the value of the Eagle KPI should show the number of rows (within the filter in the table) or the sum, minimum, maximum or average of a specific field specified in the Calculate Field No. field.
    6. In the Calculate Field No. field:
      1. If you have selected something other than Count, in the Calculate field, then specify the field to be calculated.
  5. Turn on the Enabled toggle to activate the KPI. Kpi manually
Tip

To create KPIs using templates see Set Up Eagle KPIs - This Company.

Tip

Use the preview of the KPI in the FactBox pane to verify that the calculated value and the link for the configured KPI are correct. Preview KPI

Warning

If you choose to calculate a field of the type Calculated without applying any filters, it may take a long time for the preview to be calculated. If this occurs, we suggest to either hide the FactBox pane or apply a filter before selecting the field to be calculated.

Note

With Additional Link Settings enabled, it is possible to configure the link of the KPI to use any page and use other filters than the KPI. When disabled, the link automatically applies the same filter that the user specified for the table, and only pages that use the table specified by the user can be selected.

Apply Filters on User-defined KPIs

Filters and Date Filters are applied on the User-defined KPI card. Choose the search icon (ALT+Q), enter Eagle KPIs Setup and then choose the related link. Select the KPI that you wish to apply filters or date filters to and select Edit.

Note

The KPI needs to be disabled before filters are applied.

  1. Apply KPI filters:
    1. Choose KPI Filter
    2. Select Filters (KPI)
    3. Select the assist edit button in the Field No. field to view all available fields in the selected table.
    4. Select the fields as necessary and apply filters.
  2. Apply date filters:
    1. Choose KPI Filter
    2. Select Date Filters (KPI).
    3. Select a Code in the Date Code field for any of the available date fields in the selected table, or create Date Formulas or Date Ranges.
    4. Change any of the fields if necessary. Hover over a field to read a short description.
Tip

Learn more about Create Date Formulas and Create Date Ranges.

Tip

The preview of the selected filter is available in the FactBox pane on the right side.

Date Filter

Export/Import User-defined KPIs Setup

On the Eagle KPIs Setup page, you have the option to utilize the Export/Import functionality to transfer KPIs between environments and tenants. This feature simplifies the process for users who wish to use Eagle KPIs in multiple companies.

Here are the steps to follow:

  1. Choose the search icon (ALT+Q), enter Eagle KPIs Setup and then choose the related link.
  2. Select the Export action to download a file with the selected KPIs to your device.
  3. Navigate to the company where you want to import the KPIs.
  4. Select the Import action on the Eagle KPIs Setup page, to upload the previously exported file. Export and Import

Add To Role Center

You can add your KPI to multiple role centers

  1. Choose the search icon (ALT+Q), enter Eagle KPIs Setup and then choose the related link.
  2. Choose the KPI you want to show in another Role Center.
  3. Select Add To Role Center Add To Role Center
  4. Select which Role center(s) you want your KPI to be active on by using the Visible checkbox or select multiple lines and select the Set Visible action. Add To Role Center

Add To Activities

You can choose which activities you want your KPI to be associated with.

  1. Choose the search icon (ALT+Q), enter Eagle KPIs Setup and then choose the related link.
  2. Choose the KPI you want to add to an activities page.
  3. Select Add To Activities. Add To Activities
  4. Select which activities you want your KPI to be visible on by using the Visible checkbox or select multiple lines and select the Set Visible action. Add To Activities

See also

Release Notes