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Reporting Settings

Written by Alex Richards

Reporting Settings

Required Feature Flags

The following feature flags and permissions are required to use this feature:

Feature Flag

Technical Name

Description

Dashboard

feature_dashboard

Enables dashboard metrics that performance levels apply to

Required Permissions:

  • Manage reporting settings (admin.reporting.settings) β€” to configure performance levels and targets

How Do I Assign Performance Levels to Dashboard Metrics?

Go to Settings > Report settings > click the Targets tab.

In the Targets tab, click a status pill to make the feature active or inactive for the selected metric, then click the Configure link to add or edit the metric.

When you click Configure, you can add levels. Two default levels are seeded onto your account to help you get started. You can edit the default levels and add up to 8 more levels to match your performance rating model.

Using the default levels to explain how this feature works, once activated the Pass Rate metric displays as green and "On target" if the result is greater than or equal to 80%, and red and "Under target" if the result is less than 80%. The associated title of the level appears when you hover over the metric on the dashboard.

Click the Add new performance level button to open the modal where you can add a new level.

The value you add when creating a new level represents the lower bound of a new performance range. The upper bound is either the value associated with the next level up or the top score. For example, if you add a new "Near Target" level with a value of 70, the new range generates accordingly.

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