Target Reports

Editable Target Reports

Edit report targets or create new report

Change a target

1. Most of the targets in reports are formula based. These are preset and designed adjust as your business grows. The number of active client is an integral factor to calculating a target.

2. Some targets are a static figure. These also calculated combining extensive data collected from both accounting and practice management systems.

3. If you wish to change a target it can be done here.

4. A typical hub will have the display name Target Transactional Reports

5. Click on the edit pencil shown below
   

   

6. All the row names form the reports will be displayed, The variables below and scrolling down further a preview of the targets unique to your hub/dashboards.
   
   

   

7. To change a target click on the edit pencil in the row of the target you wish to alter.
   
   

   

8. Change the value or formula - (take a copy to replace it at a later date) then save
   
   

   

9. After changing a target it is highly recommended you add a Time Event flag to your report to specify where the change was made and alert other users/support to the change.

Time Events

Related Articles

• Page:
  Time Events (ProfitDiagnostix Public knowledge base)

  • time-event