If you have standard metrics that are regularly utilized by you and your colleagues at your firm, you can create and share this metric set, thereby saving others the effort of individually creating it.
To share a metric set, follow the steps below:
- Create and save metric set
- Select Metric Sets and choose Open Metric Set
- Click on the pencil icon to the right of the metric set name
- Choose Share at the bottom of the pop up box
- Select the share group and set permissions
