This is an example explaining how to set up a Metric - see a general overview of the functionality here

You must be a Super user with Manage Templates access to set up Metrics. 

Setting up a Meters Drilled Metric

In this example, you'll set up a Metric that will allow you to check in with Site Assistant about the number of meters drilled over a certain time period, or on a given project.

Find Metrics in the Admin menu.

From the Metrics screen, hit the green Create button to get started.

General Details

First, you'll need to choose a name for your Metric. You'll use this name when you ask Site Assistant questions, so simple and intuitive is best. We're calling this one "Meters Drilled".

We're interested in a length (in meters), so we choose the type Distance.


We need to let the Metric know where to get its data from using Sources. In this case, our information about meters drilled will come from our Daily Drill Report template, so we click Add Source and choose this template.

Then, we need to specify which date the drilling happened on (in case we want to ask, "how meters drilled on the 8th of September", or "how many meters drilled last week" - in this case, the field "Date" field will give this information.

In this case the number of meters comes from a field called "Meters (diff)" which takes a start position and an end position for each hole.


We also have the choice of showing the summary graphic as a cumulative chart, or a non-cumulative chart. Choose whichever makes sense to you

Click OK to save the Metric when you're done, making sure to Activate it (in the General section at the top) if you're ready to use it.

The Result

Now, we can ask Site Assistant about the Meters Drilled recorded against any project (or all projects), for a given time period - without exports or spreadsheets. 

If you want, you can also ask to see the specific records contributing to the total that Site Assistant provides - and clicking on the name of a record will take you straight to it in the app.

Since Site Assistant is available on our mobile apps now, you get all of this information on demand in the field!

Feel free to try it out - and contact us if you have any questions, using the messenger in the bottom right corner of your screen 😃 

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