Metrics Tab of the Options Dialog Box

The Metrics tab is available only for the Key Financial Metrics report. That report has a set of default metrics, but you can modify it.

Contents

Field Description
Drop-down list in the upper left corner of the grid

The Vision grids contain a drop-down list that displays a combination of the following options:

  • Print grid information

  • Export grid data to Excel

  • Enable Grouping

Not all options are available on all grids.

Move to top Click this grid option to move all selected metrics (rows with Select selected) to the top of the list. (The current order of the remaining rows does not change.)
Find Click this grid option to search the Metric Name grid column for text that you specify.
Find next If you use Find and the first instance of the search text is not the one you want, click the Find next grid option to search the next instance.
Edit calculation Click this grid option to modify an existing calculated field on the report.
New Calculation Click this grid option to add a calculated field of your own design to the report.
Row selection column When you click in a row in the grid, the first column of the grid displays next to mark the currently selected metric.
Select Select the metrics for the report:
  • To add a metric, select Select for that metric in the grid. You can select as many metrics as you want for a single report.

  • To remove a metric, clear the Select check box for that metric.

  • To move a metric, click in the row for the metric and click or to move it up or down in the list. Metrics appear on the report in the order they are listed on the Metrics tab.

Metric Name This column displays the standard metric name.

The metric name is not the metric heading for the report. Heading (described below) display the default metric heading. If you want a different heading for the metric, enter it in Heading.

Heading Enter the heading that is displayed on the report for the metric.
Format For date, currency, and number columns, Format displays the format in which the metric value appears on the report.

To change the format, click in Format and click to open the Format dialog box.

Type This column displays the type of column: Standard or Calculated.
Left margin for first column Enter the number of inches or millimeters that you want the first column indented (offset) from the left margin of the page.

Enter inches or millimeters based on which one you selected in the Unit of Measure field on the report Options Layout tab.

To determine the position of the first column, Vision adds your entry in Left margin for first column to the entry in Left Margin on the Layout tab. For example, if you use inches and the Left Margin contains 1.00 and Left margin for first column contains .25, Vision prints the report header information with a 1.00-inch margin but prints the first column 1.25 inches from the left edge of the page.