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Managing Metrics in Portfolio Reporting

Learn how to add, assign, remove, and edit metrics:

Here’s how to add, assign, remove, and edit metrics:

1. Go to **Edit** at the top, then open **Portfolio reporting - All metrics** and click **Add a new metric**.

2. After you’ve added the new metric, go to **Edit > Portfolio reporting template - Metrics**. Open the metric, then use the **Applied to** dropdown to choose which companies it should be assigned to. Once saved, the metric will appear in each selected company’s metric table.

3. On the same **Portfolio reporting template - Metrics** page, you can remove a metric from the template by clicking the three dots next to it and selecting **Remove from template**.

To edit a metric you created, go back to **Portfolio reporting - All metrics** and click **Edit** on the metric you want to update, such as its description.

Please note: you can only edit metrics you created yourself. Rundit’s predefined metrics cannot be edited.