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How can I put a KPI within the report?
How can I put a KPI within the report?
Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over 3 months ago

Some Report Templates have the option to include KPIs in the Report Criteria:

  • Report Filters

  • Toggle on Show KPIs

  • Select the ones you would like from the Cog

  • You can also toggle off Accounts, and report on just KPIs on these reports

KPIs can also be displayed inline within reports by adding them to the relevant Account Tree:

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