Creating and editing a data monitor
Accessing the Data monitor
A monitor is constructed using a combination of Investors, Metric filters and Periods. You must select at least one from each dropdown.
Go to the main Monitoring page.
Creating your first monitor
A monitor is constructed using a combination of Investors, Metric filters and Periods. You must select at least one from each dropdown.
Go to the main Monitoring page.
To create a new monitor, click the CREATE button top right of the page.
To edit an existing monitor, click the EDIT button in the relevant table row.
In the details panel, ensure the monitor has a descriptive name, and choose settings:
A monitor is constructed using a combination of
1. Investors
2. Metric filters
3. Periods
You must select at least one from each dropdown.
Don’t see any investors? You first need to set them up in your reference data, and then create commitment events between investors and funds. Learn more about our data modelor speak to your CS representative
Once you have selected any combination of these three, select ADD and your monitor will go into a PENDING state. As soon as it is ready to view, the status will update to INITIALIZED. You can then access your monitor by clicking on its name.
Note:
Due to the large amounts of data involved, it can take some time for for a monitor to be initialized. As a guideline, we estimate the following creation and update times:
• 50 funds: ~1 minute
• 100 funds: ~3 minutes
• 500 funds: ~25 minutes
• 1000 funds: ~45 minutes
Updating a monitor
A monitor presents you with a static view of your data and its completeness at the point that the monitor was last updated.
To refresh the view and re-calculate your completeness report, you need to run an update.
Use one of these methods:
Click RUN UPDATE on the top right of your monitor page
Click RUN UPDATE in the list on the Monitors landing page
Select EDIT for the Monitor you want to update, then click the UPDATE button without making any other changes
See above for estimated update times.
Editing a monitor
The scope of a monitor can be edited at any time, allowing you to change investor(s), filters or periods.
Click EDIT from the monitor listing page, or from the [•••] ellipsis button on the top right of a monitor's page
Adjust the scope of the monitor using the dropdowns
Click UPDATE
See above for estimated update times.
Deleting a monitor
To delete a monitor follow these steps:
Click EDIT for the Monitor you want to delete
Click DELETE
Confirm YES on the deletion confirmation prompt