How to create and organize metric groups in a consolidation

Learn how to move metrics within groups, sub groups, and top-level accounts in Malartu consolidate

From the consolidate module, select "Group Metrics" in the top left corner:

You should now see checkboxes next to any group or underlying metric.

  • Select any metric or a number of metrics the select "Move to group" in the top bar.
  • You will now see a dropdown menu of all metrics or groups that are currently not selected. 
  • Select any metric in the dropdown and your previous selections will be shown as child metrics/groups.

Repeat this process until all metrics are organized in a meaningful way.