After selecting "Chart" from your dropdown menu, you will notice two options:
- By Data Source: this will allow you to select a data point from any connected integration.
- By Metric: this will allow you to select either a custom metric (a calculation you have built) or a user-defined metric (a specific metric you have defined from a data source such as the document reader or the API).
Pro Tip: When building basic financial reports, it's almost always easiest to navigate "By Data Source" since Malartu will organize metrics similarly to how you are used to seeing them in each respective program.
That said, if you define a large number of User-Defined Metrics from multiple data sources, it may be easier to search the entire library of metrics from the "By Metric" navigation. Any custom metric created throughout the account will be available to search under By Metric > Custom Metric