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Create a custom metric

Last update: Fri Sep 29 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

Create a custom metric from a campaign management view

  1. Above the data table, do either of the following:

    • Click the name of the default view or custom view to open the view settings.

    • Click Custom Columns to open the column configuration settings.

  2. Below the column list that opens, click Create New Custom Metric Create New Custom Metric.

  3. Specify the custom metric settings.

  4. Click Save.

Create a custom metric from a report or report template form

  1. Within a report or report template form, go to the Columns tab.

  2. In the right section, click Create.

  3. Specify the custom metric settings.

  4. Click Submit.

Create a custom metric from the Portfolios views

  1. Above the data table, click Edit Selected View .

  2. Click the Columns tab.

  3. In the right section, click Create.

  4. Specify the custom metric settings.

  5. Click Submit.

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