Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

In Settings, click "Target Reports", and "Create new Report". 

Image RemovedImage Added

Add Row. The first row added should be your active clients, as this is what the targets are based on.

Image RemovedImage Added

Add the following rows. The display name must be from the Target Variables.
Eg. "target_diagnostic_bloods": calculates the target for global variable "target_diagnostic_bloods" 

Image RemovedImage Added

Do this for all the transactional variables.

...

Click "Set Targets". Displayed will be all the Targets that have been successfully set.

Image RemovedImage Added

The following targets will be displayed as a percentage %:

Costs of Goods Sold per Year

Wages per Year

Net Profit per Year

Expenses per Year

Gross Profit per Year

EBDITA per Year

Example of copying a normal Report to be a Target Report:

For the Targets to display a round number, this must be done when creating the formula in the row.

...