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Analytics: Customizing the Ticker

Learn how to customize which metrics appear in your Performance Board Ticker Bar

Rade Obradovic avatar
Written by Rade Obradovic
Updated today

The Ticker Bar at the top of the Performance Board is a great way to quickly see key performance indicators and their associated trends!

The Ticker Bar contains up to 13 metrics. To scroll through the Ticker Bar in either direction, click the arrows located on the far left and right side of the Ticker:

All metrics on the Ticker Bar also have an information icon as well as a trends icon that can be clicked on to view additional details regarding the metric:

  1. Click on the information icon for detailed definitions and written explanation about the metric.

  2. Click on the bar icon to view year over year and 90 day trends for your practice.

Customize Ticker Bar Metrics

  1. To change which metrics show in the Ticker, click on View/Edit Performance Metrics to rearrange the tiles

  2. Click Edit Metrics, then click on the + icon to add metrics to the Ticker

  3. Click on the trash can icon to remove metrics from the Ticker

  4. When finished, click Finish Editing to apply your changes, or choose Reset to Default to revert changes

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