https://support.driveshops.app/support/solutions/articles/70000565628-kpi-entry-by-kpi
By KPI shows a single KPI for multiple periods.
The columns on the grid:
- Date - The date for the entry.
- Amount - Enter the amount for the selected date.
- Source - Who has last entered or edited the KPI.
- Note - Notes entered in for a single KPI.
- Action - Clear the amount for the KPI. Backspace will delete the entry to 0. To completely remove an entry, click Clear amount
Clicking the 3 dots will allow you to expand or collapse KPIs that have sub KPIs.
To select a KPI for entry, click on the drop-down menu and search for the KPI.
Users can select a Period End by typing in a date or clicking on the calendar icon and selecting a date.
Buttons for the grid from left to right:
- Batch Action - Select multiple KPIs and choose to clear amounts.
- Export - Export all or selected rows to an Excel sheet.
- Column Chooser - Remove and add columns to the grid for a custom view.
- View Graph - View graph of KPI entry data.
- View Definition - View the definition of the KPI.
- Refresh - Refreshes just the grid and not the entire browser.
- Import - Import multiple entries for KPIs at the same time.
- Print - Print a table of KPI entry data.
- Reset - Resets the grid to the original settings.
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