Manage metrics in Reporting (Beta)

Rename, edit, or delete a metric you built in Reporting (Beta). A metric is one shared definition for your whole tenant, so every change reaches everything that uses it.

Before you begin

• You need administrator access. Editing and deleting metrics is an admin task.

• The metric must have been built in Reporting (Beta). For steps, refer to Create and validate a metric in Reporting (Beta).

Find your metrics

Click the Settings gear, click Metrics, and then select the Segments, Teams, or Products tab. Metrics built in Reporting (Beta) are listed with your classic metrics. You can tell them apart by the pencil icon (Edit in report builder) on their row. Classic metrics don't have one.

In the report builder, Reporting (Beta) metrics also have a pencil icon in the Metrics group under ENTITIES & FIELDS.

Edit a metric's definition

1. Before you edit, click the arrow on the metric's row and note what the Definition panel shows. Metrics don't keep a version history, so this is your only record of the old definition.

2. Click the pencil icon (Edit in report builder). The report builder opens with an Editing metric chip at the top.

3. Change the measure, filters, or time period.

4. Click Run and check the result.

5. Click Save metric….

6. Optional: Change the Metric name, Prefix, Suffix, or This is a currency amount (responds to currency conversion).

7. Click Save metric.

Warning

• Saving changes the metric everywhere it's used, and you can't restore the earlier definition.

To leave without saving, click Exit.

Rename a metric

Rename a metric in the Save metric… dialog while you edit it, or in the grid:

1. In Settings > Metrics, click the metric's name and type the new one.

2. Click Save.

You can also change a metric's Description, Prefix, and Suffix in the grid. Each metric name must be unique within its hierarchy.

Caution

• Targets find the metric they track by its name, and the app doesn't warn you when you rename one. After a rename, update each target that tracks the metric.

Delete a metric

You can't delete a metric while a target or dashboard uses it. Remove it from them first.

1. In Settings > Metrics, click the trash icon (Delete) on the metric's row.

2. In Delete Confirmation, click Confirm.

Warning

• Deleting a metric can't be undone. Saved reports and comp plan formulas that use it aren't checked first, and a new metric with the same name doesn't reconnect to them.