There is a new aggregation type for metrics called “Rollup”. This automatically sums metrics from children organizations that are based on the same organization templates.
To set up these automated rollup metrics, first create an organization to be used as a template. Any metrics that you want to be automatically calculated should have the update type of Rollup. Then create templated copies of that organization in a tree structure. Finally, update the metrics in the organizations at the bottom of the organization tree. The metrics in the organizations higher up the tree will automatically have calculated values based on the metrics in lower organizations.Read More
In addition to being able to copy and paste independent organizations, there is now the ability to create organization templates in the software. You can choose to create a templated copy of an individual organization, or a multi-organization template containing an organization and all of its descendant organizations.
To get started, just right-click the organization you want to use as a template and select “copy”.Read More
There is now the ability to copy and paste organizations in the software. You can choose to copy an individual organization, or an organization and all of its descendant organizations. Equations in calculated metrics are even automatically remapped to the new objects when multiple organizations being copied reference each other.
To get started, just right-click the organization you want to copy and select “copy”.Read More
The latest version of the software has the ability to create report templates. This matches the existing template functionality of scorecards and dashboards.
To create a report template, right-click on the source report and select “Copy”.Read More