Create an indicator source using a report source

Use an existing report source to quickly define an indicator source.

Before you begin

Role required: pa_data_collector or admin

About this task

Reuse the table and filter settings from a report source to create an indicator source.

Procedure

  1. Navigate to Performance Analytics > Indicator Sources.
  2. Click New.
  3. Enter a descriptive Name for the indicator source.
  4. Select a Report source.
    When you select a report source the Facts table and Conditions are updated automatically to match the report source values.
  5. Click Submit.

What to do next

If the report source changes, a warning appears when you view the indicator source to inform you about the change. You can update the indicator source to match by clicking the Update report source related link or the refresh button next to the Report source field on the Indicator Source form.

The read-only Report source updated at field displays the last time the report source was updated. This date and time always appears in the UTC timezone.