Managing your metrics

This article contains the following sections:

Finding your metrics

To quickly find the metrics that matter most to you:

  • Add metrics to your Starred list to set them as favourites.
  • Apply filtering to display all metrics, only the ones created by you, those that have been shared with you, your starred metrics, or Klipfolio sample metrics.

Note: If you click All when filtering, and you’re an Admin user, you’ll see ALL of the metrics in your account. However, you will only be able to see the data within the metrics that are shared with you.

Creating a list of favourite metrics

To get quick access to the metrics you refer to most often, add them to your Starred list. After you have set specific metrics as "starred", they will display by default instead of your list of all metrics the next time you log in.

There are a few ways to add a metric to your Starred list:

  • On the Metric List page, click the metric's 3-dot menu and click Add to Starred.
  • With a metric open in its Explore View, click the 3-dot menu beside its name and select Add to Starred. Alternatively, you can click the Add to Starred (star icon) in the upper-right corner of the window.

Note: Your unstarred metrics display in the side navigation bar under Recent, sorted alphabetically.

Filtering to see the metrics you created

You can filter on the Metric List page to see only the metrics you created.

To display the metrics you created:

  • On the Metric List page, select Created by me from the drop-down list (see below).

Seeing details for a metric

When you’re viewing a metric in its explore view, on a dashboard, or in your list of metrics, you can select its 3-dot menu and click About to see the following details:

  • The name of the metric view (if applicable)
  • The name of the source metric
  • The metric’s owner
  • When the metric was last refreshed and last modified
  • The metric’s definition and the formula used to create it (if it was created using a metric from MetricHQ)

Adding metrics to a dashboard

To add a metric to a dashboard from your list of metrics:

  1. In the left navigation sidebar, click Metrics, to open your Metric List page.
  2. Select the metric you want to add to a dashboard to enter its Explore View.
  3. Beside the metric's name, click the 3-dot menu and select Add to dashboard.
  4. Either select an existing metric dashboard or click + New dashboard.
  5. Click Save.

Deleting metrics from the account

You can delete a metric from your Metric List page or from the metric's Explore View page.

To enable account asset management, if you're an account admin, you can delete any metric in the account, even those that aren't shared with you. However, the data within those unshared metrics will be set to "private" or "locked" and you will not be able to see it.

To delete a metric from your Metric List page:

  • On the Metric List page, click the 3-dot menu for the metric and select Delete.

To delete a metric from its Explore View page:

  1. On the Metric List page, select the metric you want to delete to enter its Explore View.
  2. Click the 3-dot menu beside the metric's name and select Delete.
  3. Click Delete.

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