KPI Entry: Notes by Period Ending

Modified on Mon, 30 Sep, 2024 at 8:39 AM

Link to this article : https://support.driveshops.app/support/solutions/articles/70000565629-kpi-entry-notes-by-period-ending


Users can view notes for all KPIs in the Notes by Period Ending section. Click the + Add button to add a note.  



The columns on the grid:


  • Date - The date for the entry.


  • Author - The person who created the entry.


  • Note - Note entered in.


  • Action - Edit or delete the note.


*Only one note can be entered per day, but notes can be edited to add more information.



Buttons for the grid from left to right:


  • Batch Action - Select multiple notes to delete them.


  • Export  - Export all or selected rows to an Excel sheet.


  • Column Chooser - Remove and add columns to the grid for a custom view.


  • Import - Import multiple entries for KPIs at the same time.


  • Print - Print a table of KPI entry data.


  • Refresh - Refreshes just the grid and not the entire browser.


  • Reset - Resets the grid to the original settings.

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