Navigate to a company’s page, click on the metrics view, scroll down and click “Add metric”.

When creating an information request or editing details of an existing request, scroll down to Global Metrics, click “Add metric”.

When editing an information request template, scroll down to Global Metrics, click “Add metric” (see screenshot above).

Edit a metric by navigating to the metrics repository and clicking on “Custom” in the left-hand side bar.

Once you have identified the metric you want to edit, click the three dots to the very right of the metric and click “Edit”.

Here you can edit the name and description of the metric.

If you would like to edit a metric beyond name and description (Data Type and Interval) you will need to create a new metric.

Create a metric by navigating to the metric repository and clicking on “Create custom metric” in the bottom left-hand side corner.

Here you can add in the Name of the metric, a Description, the Data Type, and the Interval.

Once you have filled out all the information needed for a new metric, click “Create metric”.

Now you can add your metrics to an information request or a company’s metric tab .

Navigate to the settings page of your request. If this is a new request you can simply click “Add request”. If it is an existing template you can edit the template by clicking “Manage templates”.

Once in your request settings, scroll down to Global Metrics and click “Add metric”.

In order for a metric to be included in an information request it must be checked (there are boxes to check to the left of each metric).

Click the metric(s) you wish to add to your request.

Click “Add selected metrics” in the bottom right-hand side of the library.

You should be taken back to Global Metrics in the settings of your information request.

Metrics currently included in the information request will show up in the request as well as in the metrics library (with an “Added” tag in blue).

Archive a metric by navigating to the metrics repository and clicking on “Custom” in the left-hand side bar.

Once you have identified the metric you want to archive, click the three dots to the very right of the metric and click “Archive”.

Once you archive a metric it will move from “Custom” on the left hand toolbar to “Archived”.

Navigate to the metrics repository.

Click on either “Standard” or “Custom” depending on which metric you want to view details for.

Find the metric you are looking for by searching at the top of the page or scrolling down.

Hover your cursor over the question mark next to the interval of the metric.

A tooltip will appear with the metrics details.