The second element that we are going add to our report are KPI's. If you are not familiar with KPIs yet, you can read more about these so-called 'Key Performance Indicators' in this article. Have you not yet set up KPI in your VendorLink environment? Click here to read more about setting up a Spend KPI.
Adding KPI's to reports is done via the side panel under Dashboards. In this side panel are all KPIs that are present in the VendorLink environment.
Adding a KPI to a report
- Open the report you want to add the KPI to.
- In the menu on the left, click KPI's to open the KPI list.
- Double click on the KPI you wish to add to your report. You can also drag and drop the KPI into your report.
Note: In Lesson 1: Elements and content you have learned that the data shown in the elements depends on the selected time period. This does not apply to KPIs.
In the next lesson we are going to add tables to our report.