Metrics Analysis
It's important to periodically review information that is added in your system. When records — such as invoices and vendors — flow in, you may find it useful to track how many and how often are added per user. To quickly assess the health of your organization's data, select Metrics from Analysis, Dashboards for a dashboard of key metrics.
Tip: When you apply a filter, all metrics in the dashboard are updated. For more information, see Metrics Analysis Filters.
New journal entries
Under New journal entries, review journal entry batch trends for a given time period based on who added the batch as well as batch status. Use this metric daily or monthly to examine the volume of journal entry records added to your system. For more information, see New Journal Entries.
New invoices
Under New invoices, review the number of invoice records added by specific users for a given time period. Use this metric daily or monthly to examine the volume of invoice records added to your system. For more information, see New Invoices.
New vendors
Under New vendors, review the number of vendor records added by specific users for a given time period. Use this metric periodically to examine which users are adding new vendor records, and how often. For more information, see New Vendors.
New accounts
Under New accounts, review the number of accounts added by specific users for a given time period. Use this metric periodically to examine which users are adding new accounts, and how often. For more information, see New Accounts.
New projects
Under New projects, review the number of project record added by specific users for a given time period. Use this metric periodically to examine which users are adding new project records, and how often. For more information, see New Projects.