Advanced SaaS Metrics Process Flow

Order	Process	Description
1	Set up Advanced SaaS Metrics	Administrators must set up Advanced SaaS Metrics before accessing the reports on the dashboard. For more information, see Advanced SaaS Metrics Setup.
2	Script creates contract transaction records	After saving the SuiteApp preferences, contract transaction records are automatically created through the SaaS MR Create Contract Transaction script for records that are not imported through CSV. Note: You must also schedule the SaaS MR Create Contract Transaction script to run daily. For more information, see Scheduling the SaaS MR Create Contract Transaction Script. For CSV records, you must first create a CSV file, import it, and then process the imported records. For more information, see Processing CSV Imported Records. Administrators can view the contract transaction records to see if the transactions are successfully processed. For more information about the contract transaction records, see Viewing Advanced SaaS Metrics Transaction Records.
3	View reports on the SaaS Metrics dashboard	Information from transactions and contracts processed by the SaaS MR Create Contract Transaction script can be viewed as metrics and reports on the dashboard. For more information, see SaaS Metrics Dashboard.

Order

Process

Description

Set up Advanced SaaS Metrics

Administrators must set up Advanced SaaS Metrics before accessing the reports on the dashboard.

For more information, see Advanced SaaS Metrics Setup.

Script creates contract transaction records

After saving the SuiteApp preferences, contract transaction records are automatically created through the SaaS MR Create Contract Transaction script for records that are not imported through CSV.

Note:

You must also schedule the SaaS MR Create Contract Transaction script to run daily. For more information, see Scheduling the SaaS MR Create Contract Transaction Script.

For CSV records, you must first create a CSV file, import it, and then process the imported records. For more information, see Processing CSV Imported Records.

Administrators can view the contract transaction records to see if the transactions are successfully processed.

For more information about the contract transaction records, see Viewing Advanced SaaS Metrics Transaction Records.

View reports on the SaaS Metrics dashboard

Information from transactions and contracts processed by the SaaS MR Create Contract Transaction script can be viewed as metrics and reports on the dashboard.

For more information, see SaaS Metrics Dashboard.

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