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Spot

Spot

KPI reports require several components to be defined that are not required by standard reports. The metric to be monitored must be configured first.

KPI Alerts

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The next component required for KPI reports is the Conditional Formatting Alerts displayed to the left of the kpi on the Dashboard. This icon or colour displays an alert for the current status of the value.

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Column width 30% 16. Click on the Setup section to open the settings available. In this example we will be defining alerts using the icons. You can also use the Cell or Text options if you just wish to display a block of colour rather than an image. 17. Set the Style to Icon and select the Ticks option as the Icon Set. 18. Define the Type as Value. This will mean that the value in the cell is compared to the alert values to check the rule, rather than another field or function. 19. Click on the Alerts section to open the alert rules list. This is where you will define the conditions. 20. Create three alerts: Red Less than 12000000 Orange Between 12000000 and 15000000 Green Greater than 15000000 Column width 70%

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In order to complete the report and activate it the Save menu will need to be completed.

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Column width 30% 25. Click on the Report > Save option through the main navigation bar of the Output step. 26. Set the Name to KPI Spot Report Tutorial. 27. Type This report was created as part of the KPI Report tutorial into the Description box. 28. Set the Category to Tutorial and the Sub Category to Training. 29. Click Activate. Column width 70%

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