metric duplication for Insight

It would be helpful to duplicate a metric when you are creating an Insight to prevent the need to spend time searching for the required data. For example, if you want to do a FY YOY Insight, it would be helpful to duplicate the entire metric (of the previous fiscal year) and change the date. Presently, you have to create an entirely new metric and find all of the fund descriptions (in this particular case). If you could duplicate the metric, it would make the Insight creation much faster and probably eliminate errors. Insights can be found in Report Builder under Analysis. Insights are used to create Dashboards to provide a snapshot of a variety of different data analysis.

  • Guest
  • Jul 3 2024
  • Attach files
      Drop here to upload
    • Nikki Long commented
      26 Feb 15:40

      Agree wholeheartedly! This is such a time-suck when building insights to have to select the same 50 campaigns each time or the same gift types or same date range. Very frustrating that you can't copy/duplicate a metric and then edit the copy. You're right also that it would greatly reduce errors in making sure all the same criteria for a certain attribute are selected each time instead of accidentally missing one.