Develop > Customize KPIs, Metrics, Pages, and More > End User - View and Analyze the Business Objectives > Explorer - Annotations

Explorer - Annotations

The Annotation area enables you to add annotations to the selected item (Objectives, KPIs, KPI Breakdowns, Metrics, Metric Breakdowns, or Unassigned KPIs).

ClosedTo access:

In the Explorer tab, click Show annotations to open the Annotation area.

ClosedMore about annotations

  • If you do not have permission to display the EXPLORER tab, then you cannot access it, even to look at the details for the Objectives, KPIs, KPI Breakdowns, Metrics, Metric Breakdowns, or Unassigned KPIs.
  • Click X in the top right corner of the EXPLORER tab to access or return to the Dashboard.
  • Click Show annotations to open or close the Annotation area.

ClosedAdd annotations to a specific Objective, KPI, KPI Breakdown, Metric, Metric Breakdown, or Unassigned KPI 

  1. In the EXPLORER tab, click the relevant item in the Active KPIs tree.
  2. Examine the information displayed in the Explorer Overview, Data Set and Goal Map areas.
  3. If you have comments, click the Show annotations button at the bottom of the Annotations area.

  4. In the box that opens, enter your annotation, and click Add to add the annotation to the list of annotations in the Annotations area. You can also click to add the annotation to the list of annotations in the Annotations area and to open an email.

    If you want to add the details of the item in the Overview, Data Set, or Goal Map to the email, click , click , and then click Control + V in the body of the opened email.

  5. The annotation is added to the list.


ClosedSend annotations by email

  1. In the EXPLORER tab, click the relevant item in the Active KPIs tree.

  2. Write the annotation and click .

ClosedAnnotations

Note This area is displayed only for Objectives, KPIs, KPI Breakdowns, Metrics, Metric Breakdowns, or Unassigned KPIs.

User interface elements are described below (when relevant, unlabeled elements are shown in angle brackets):

UI Element

 Description

<Annotation box>

Enter your annotation, and click Add Annotation to add the annotation to the list of annotations in the Annotation area.

 

Add and email annotation.Adds the annotation to the list of annotations in the Annotations area and to open an email with :

  • The owner of the selected Objective, KPI, Metric, KPI Breakdown, or Metric Breakdown (if an owner was configured in the Studio) listed in the To box.

  • The name of the selected Objective, KPI, Metric, KPI Breakdown, or Metric Breakdown in the Subject box.

  • The text of the just written annotation in the body of the email.

  • A link to the Objective, KPI, Metric, KPI Breakdown, or Metric Breakdown (from the Scorecard FLN).
    In the email, click the link, to open Explorer in the context of the entity with the selected period.

Note The link does not request a user/password combination when it is activated during the same session.

Adds the annotation to the list of annotations in the Annotations area.

Discards the annotation you are currently writing.

<Annotation Area>

Lists the annotations sent for the selected Objectives, KPIs, KPI Breakdowns, Metrics, Metric Breakdowns, or Unassigned KPIs. The annotation includes the sender's name and image (if available), the date and time when the annotation was sent, and the contents of the annotation.

The sender can also:

  • Click to edit an annotation.

    An edit box opens around the text of the annotation.

    • Click to save.
    • Click to cancel the change.

  • Click to discard an annotation. A confirmation message is issued. Click OK to discard.

ClosedToolbar

User interface elements are described below (when relevant, unlabeled elements are shown in angle brackets):

UI Element

Description

Send mail. Opens an Outlook email, with the name of the selected Objective, KPI, Metric, KPI Breakdown, or Metric Breakdown in the Subject box.

Save snapshot. Captures the current view in Explorer (all of it) in a new window. A dialog box opens to ask you where you want to save the image.

Print. Displays the Print dialog box where you can select the printer and how to print the content of the corresponding EXPLORER tab.

The printout includes:

  • The contents of the area that was selected while you clicked the button.
  • The Annotations Area.

Show/Hide Annotations. The button is enabled only for Objectives, KPIs, KPI Breakdowns, Metrics, Metric Breakdowns, or Unassigned KPI. It opens a box where you can add your annotation or hide them after viewing. For details, see Annotations.

Click the button again to close the Annotation area.

Note The Show/Hide Annotations icon with a little + sign in the bottom toolbar indicates that a new annotation was added to the selected item during the past week.
The number of days during which the annotations are considered to be new is a setting that is configurable by your administrator in Admin > Scorecard > Dashboard Settings > Number of days annotations are considered new. For example, if the administrator gives the setting the value 14, then the + sign will indicate that the annotation was added in the last 2 weeks. The default is a week.

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