Companion Metrics Manage

Manage loaded metric values

The Manage tab shows the metric records that already exist in the environment.

Each row represents a metric value for a specific period and metric type, such as actual or planned.

This is the working view for correcting records, reviewing loaded values, and checking whether the right metric data is present before reporting or analysis.

This screen contains the below buttons:

Button Name

Button Description

Edit

Used to edit the metrics fields, such as Metric Name, Year, Month, type and Value.

Delete

Used to delete the metrics data.


What you can review

From the Manage tab, you can review:

  • metric name

  • year

  • month

  • metric type

  • value

This makes it easier to confirm what has already been loaded and whether anything needs to be corrected.


What you can do

  1. Review existing metric values.

  2. Edit a record when the value or period needs correction.

  3. Delete records that should no longer exist.

  4. Filter the list to focus on the records you need.


Manage Companion Metrics

Use Manage when you need to review or correct records that are already in Yarken.

Manage is especially useful for targeted fixes after validation, reporting review, or upload quality checks.


Good operating practice

Review loaded records before they are used in key reporting cycles.

If a value looks wrong in a dashboard or report, check the Manage tab first to confirm:

  • the right metric was used

  • the right month and year were loaded

  • the record is marked as the correct metric type

  • the value itself is correct


Good to know

  • Delete actions remove the selected metric records from the environment.

  • Editing works best for small corrections. Use Upload for large recurring updates.

  • Consistent naming in the Metrics tab makes Manage easier to use and filter.


Next step

Companion Metrics Upload


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