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When metrics are created as part of creating a report, you can define the metric to be local to the report or available globally.

  • Report-specific metrics can only be used in the report in which they were created.
  • Global metrics are available to all Editors and Administrators in the project where they were created.

When you are creating a new metric, you should first create it as a local metric. You can test it extensively without impacting users. When you are satisfied, you can promote it to a global metric through the the Report Editor (see further in this topic).

However, after you promote a metric to be a global metric, you cannot move it back to being a local metric. Instead, create a copy of the local metric and work with that new one. You can also try reviewing the affected reports through the Metrics page.

Promote a Report-Specific Metric to be a Global Metric

Steps:

  1. Click Reports on the project toolbar, and open the report where the report-specific metric is used.
  2. Click What.
    The metric is listed in the middle column under Report Specific Metrics.
  3. Click the metric to open its details in the right column, and click Edit.
    The Metric Editor opens displaying the metric details.
  4. Select the Add to Global Metrics check box, set the folder to store the metric in, and click Save.

    The metric is now listed under Global Metrics.
  5. Click Done to close the report editor.

  6. Click Save to save the report and the changes that you have made in the metric.
    The metric is now global, and you can see it in the list of metrics under Manage.
    You can use this metric in other reports.

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