Before you begin: This article is written for TapClicks users who are familiar with the platform, specifically using calculations in TapClicks. For more information on Calculations in general, please refer to FAQs: Calculations or How to Create Calculations. For more information about Client Specific Calculations, please refer to FAQs: Client Specific Calculations.
What are Client Specific Calculations?
Client Specific Calculations enable you to create customized metrics tailored to individual client records, ensuring that each client’s unique reporting needs are met. This feature is ideal when different clients require specific calculations for their data, allowing for more precise and relevant reporting. Instead of using cumbersome naming conventions for each client, you can now easily manage and identify these tailored calculations within your dashboard, streamlining the reporting process and improving data accuracy.
How to Create Client Specific Calculations from a Dashboard
1] Log in to TapClicks and on the Reports menu, click Dashboards.
2] Navigate to a client specific dashboard where you would like to create a calculation, click the dashboard.
3] In the top right, click the More Options button (i.e. three vertical dots).
4] Click Create Client Specific Calculation.
5] You will be directed to the calculations page. Here you can create your new calculation.
6] When finished creating the calculation, click Save at the bottom of the page.
7] The dashboard will reopen.
8] To use the new calculation on a widget, click Edit on the widget.
9] Select the new calculation from the available metrics. Client Specific Calculations are marked with a calculator icon to make it easier to identify them.
| Note: Even if you have created a client specific calculation, you may still change the dashboard to no longer be client specific. In this case, all client specific calculations will be removed from the widgets within the dashboard. |
How to Create Client Specific Calculations from the Clients Page
1] Log in to TapClicks and on the Admin menu, click Clients.
2] Scroll or use the filters to find the client you want to create a calculation for and click Edit (i.e. the pencil icon).
3] At the top, select the Calculations tab.
4] The Client Specific Calculations page will open. Here you can see all the previously created client specific calculations and can create, duplicate, edit, and delete them, as well as, view relationships and audit logs.
5] If you have not created any client specific calculations, click Create First in the center of the page.
6] Or, click Add New (i.e. the plus icon) in the top right corner.
7] You will be directed to the calculations page. Here you can create your new calculation.
8] When finished creating the calculation, click Save at the bottom of the page.
9] The Client Specific Calculations page will reopen and you will see your newly created calculation.