Update KPI Value

From the Campaigns tab of the fundraiser record, select Update KPI value. The Update KPI screen appears.

To view data based on the current date, select Process once using current date. This creates one history record relative to the current date.

To enter specific date information, complete the following steps:

1. Select Back-date. This creates several history records relative to the date determined by the interval provided, such as “every 3 months” or “every 7 days.” For example, back dating a KPI between 1/1/2007 and 1/12008 with an interval of every 3 months creates four history records, one for each quarter.

Back dating is typically used for new KPI instances when trend information does not exist. After you create a KPI instance, you will most likely update it by scheduling a business process. Each time the process runs, a new KPI instance history record is created as of the date the process ran.

2. In the From field, enter the start date from which you want to view data.

3. In the To field, enter the end date to which you want to view data.

4. In the Calculate value every field, select how you want the data broken down. For example, if in the From and To fields, you select for view data for a year, in the Calculate value every field, you can opt to view value information for every 3 months.

Back dating a KPI erases any values falling within the specified date range previously stored for the selected KPI instance.

Select Start. The KPI values are updated and the selected KPI instance record appears.