KPI Instances

Fundraising KPI instances can be associated with one or more sites at your organization.

To enable site filtering, from the Site filtering tab on a KPI instance screen, select Site filter enabled. In the Site grid, select sites to associate with a KPI instance. The sites you select here in combination with user security setup determine the KPI instances a user can view.

Warning: If a user can add or edit smart fields but does not have rights to all sites, Site filter enabled is selected by default and the entire checkbox is disabled. The Site grid is enabled and contains only those sites available to a user.

Note: Not all sites appear as selections in the Sites grid. Available sites are determined by permissions and sites assigned to a user’s system role. Only those sites assigned to a user through a system role that is associated with the smart field add or edit permission appear as selections in the grid.

When you associate a site with a KPI instance, a filter is created so that only users with rights to sites you select can view the associated KPI instances on the KPI Instances pages and dashboard.