Custom Metrics Import

You can import metrics data into a custom metric you created.

What do you want to do?

Tasks in this Topic Include:

• Import Custom Metrics Data
• Delete Custom Metrics Data

Related Tasks:

• User Access Roles
• Goals and Alerts
• Metrics Scorecard Setup
• Attendance Setup
• AUX Setup
• Custom Metrics Setup
• Initial Attendance Score
• Initial AUX Score Import

Import Custom Metrics Data

Custom metrics can be imported into Monet Metrics for use in a scorecard.

1. Create a spreadsheet in .csv, .xls, .xlsx format with the following information:
   1. Agent ID - Agent ID as listed in the Employee List
   2. Date - Date of the activity or score
   3. Value - Numeric value of the score
   4. Description - Description of the score (does not appear in the scorecard)
      

2. Select Metrics in the left-navigation menu.
3. Select Custom Metrics Import under the Configuration menu item.
4. Select the Custom Metric to import the data into from the drop-down menu.
5. Press Select and navigate to the location of the spreadsheet.
6. Select the Update existing duplicated records check box as desired.
7. Select the Ignore missing agents check box as desired.
8. Select Import to import the data.

Delete Custom Metric Data

Custom metric data can be deleted for a date range:

1. Select the Custom Metric from the drop-down menu.
2. Select a Start Date from the calendar picker or enter the date directly into the text box.
3. Select an End Date from the calendar picker or enter the date directly into the text box.
4. Select Delete.
5. A confirmation message displays:
   
6. Click OK.