Metrics Manager

Contract Logix comes with a set of reporting Metrics. They report on a variety of Records over time in the past or help forecast in the future.

To enable access to the Metrics Manager, go to the Application Settings->Org Roles/Permissions, select the role, and click Feature Access. Under Administrative Access locate Metrics Manager, select Add/Edit, and click .

1. From the homepage, click to open the Application Settings, then click

.

2. Select .

3. Enter a metric name and description.

4. Use the Object Type drop-down to choose which Records the system reports on. They include: Assignment, Contact, Contract, Document, Organization, Request, and Task.

5. In Organizational Ownership, click the edit icon then select the organizational level(s) that can see this metric. Alternatively, switch Allow All Users to see this Metric to the ON position.

6. Metric Status defaults to Inactive. To prevent access while configuring the metric, you may leave the status at Inactive until after you have finished setting it up.

7. Select the Metric Type: Average Days, Count of Records, Sum of [Field Value], or Average of [Field Value]. Selecting some options will reveal additional options, for example the Average Days metric, which opens a Days to Count drop-down menu. This menu displays two options: Calendar Days and Business Days (Calendar Days will count all days including weekends and holidays. Business Days will only include Monday through Friday, with the option to exclude Holidays, and will include the end date in the calculation). (optional) Include End Date - If this is checked, the last day of the interval will increase the day count by 1 day if the last day falls on a business day (e.g., Monday through Friday or Monday through Saturday will both count as 5 business days). For more information about Holidays, click the Manage Holiday Schedule link.

8. Select the Report/Display Type. Choose Single Metric to display one value for all records. Choose Multiple Metric to display a value for each group of records (e.g., for each Record Type).

9. Select a Display Date Range. This can be configured for days in the past, in the future, or a Custom Date range.

10. Choose the Display Location(s): Home Page, Dashboard and/or Reports (listed under My Reports). For Home Page and Dashboard metrics, choose a background color.

11. Fill out the Include or Exclude Records section. Here you can multi-select the Contract Version Types to include (Original, Amendment, etc.), exclude Contracts in specified Stages and/or Statuses, exclude Archived and/or History records or bypass record-level permissions.

12. Use the Filter Records section to add rules and enter criteria to filter the returned data set to include specific records (optional).

13. To test, change the metric status to Active.

14. Click .

15. View the metric on your Home Page, Dashboard and/or My Reports.

From the Application Settings->Metrics Manager

Select the metric you want to modify from the grid.

Make the desired changes.

Click .

NOTE: A browser refresh may be necessary to see the updated reporting from the modified Metric.

When users have been given access to view the Metrics panels on the Homepage or (again with proper access) on the Dashboard, they can click an up arrow icon in the panel to open a grid window which displays all of the records the metric is including in the calculation. To activate access to Metrics, visit Settings -> Org Roles/Permissions, select the role, and click Feature Access. In the Feature Access section, locate Metrics Reporting and click the toggle to the ON position. If the user needs access to the up arrow icon for source data, also click the Display Data toggle to the ON position and then click at the bottom to save the Feature Access changes.

Once both are Activated, the Metric panel and icon will appear on the Homepage or Dashboard.