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Setting Up Agency Library Metrics

Your custom metric calculations should make your templates more scalable instead of more restrictive. Global Library Metrics are custom calculations that lives outside of the templates. They  can be brought into a template from a universal list. The way metrics are calculated is also customizable on an account by account basis allowing you the flexibility of using one template for multiple accounts even if those accounts calculate a given metric differently. This article explains how to create Library Metrics at the agency setup level, how to customize the Metrics at the account level, and how to insert the Metrics into a template.

 

Section Links

Create and Edit a Global Metric

Edit a Global Metric at Account Level

Add Global Metric to Template

 

Create and Edit a Global Metric

1. Go to the Setup Settings

2. Click on "Library" in the Setup sub-navigation bar1_2.png

3. Click on the "Global Metrics tab under Library8.png

4. Click on the "Create Global Metric" button near the top right1.png

5. Type a simple, appropriate, display name in the "Display Name" field

6. Type a distinct, unique name for the metric in the "Unique System Name" field that will differentiate       this Metric from any other that might have the same or similar display name

7. Select the data format that will be used to display the Metric data

8. Select the Data Source

9. Using the Formula Creation Panel insert a combination of metrics connected by operators to create      a Custom Metric Calculation2.png

10. At the bottom of the Formula Window the text will alert you of an unfinished or incorrect formula

11. Once you see the text "Settings are valid" Click the "SAVE" button near the bottom left3.png

12. Click on the "Pencil" button next to the desired Metric to edit an already existing custom                        calculation1.png

13. After any and all changes to your formula Click the "Save" button near the bottom left3.png

 

Edit a Global Metric at Account Level

1. After Log In or after clicking on "Accounts" in the Top Navigation Bar

2. Click on the desired account from the account list

4.png

3. Click on the "Settings" button near the top right5_2.png

4. Click on the "Library" tab under Account Settings6_2.png

5. Click on the "Global Metrics" tab under Library

6. Click on the "Pencil" button next to the desired filter in the Global Filters list5.png

7. After any and all changes click the "Save" button near the bottom left3.png

 

Add Global Metric to Template

1. Access the NinjaCat Template Builder

2. In the Widget Settings of the widget you’re editing click "Add From Metric Library" under the                    "Metrics" section in the bottom right6.png

3. Click on the name of the desired Global Metric7.png

 

<<< Setting Up Agency Library Filters              Updating and Tracking Your Billing Information >>>

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