Use Visual Reports for Metrics Reporting

How to create a Visual Report to display counts, sums, and averages of Field values for reporting metrics.

The Metric Visual Report type can now be used to display relevant metrics for Custom Fields within your Applications. Within Metric Visual Reports, you can now also slice data by specific Field Values.

Calculate Sums and Averages

To display the sum or average of a Field from all Records in a Workflow:

1. Create a Metric Visual Report.
2. In the "Data" section, select the Field you wish to sum or average (note that you can select Custom or Workflow Fields, as long as they are discrete).
3. New options will appear. In the "Measure" subsection, select "Numerical Values".
4. The "Operation" dropdown will appear. Select "Sum" or "Average" to display the calculation you are looking for.

Slice by Field Values

In the Metric Visual Report, you can now display counts, sums, and averages of specific Field values. To segment a Metric Visual Report:

1. Create a Metric Visual Report.
2. In the "Data" section, select the Field you wish to slice (note that you can select Custom or Workflow Fields, as long as they are discrete).
3. A new dropdown will appear. Uncheck Include All.
4. In the dropdown, select the specific Field values you would like to slice by.

For more information on Visual Reports and Dashboards view:

• Create Visual Reports
• Customize your Visual Reports
• Get Started with Dashboards