Who this is for. Analysts and finance leads. Access. Included for everyone at an organization whose subscription covers SmartResearch, whatever their role. No permission needs to be assigned. See the Roles and Access Reference.
This article covers the toolbar, searching and filtering, and the two views. For what an individual metric card shows and the actions on it, see Metrics Studio Catalog.
The metric catalog on the Metrics Studio home page lists every metric available to SmartResearch. It opens in grid view, and you switch to list view to scan many metrics at once. Anyone looking up a definition uses this page, and metric owners use it to review which definitions still need validation.
Check the catalog before you rely on a metric, when a number is disputed, or when you review validation coverage across your organization. The formula holds the period, the calculation basis, and the currency treatment, and most disputed numbers are explained by one of those three. Use the search box and the filters to narrow the catalog by name, category, or validation status, then open a metric with Validate & Edit to see its full definition.
Toolbar controls
The page header shows Financial Metrics followed by the number of metrics in the catalog. The controls sit to the right of the header.
Table 1. Metrics Studio toolbar controls
Control |
Description |
|---|---|
Search metrics |
Filters the catalog by metric name. |
All |
Filters by validation status. Options are All, Validated, and Not validated. |
All categories |
Filters by category. Options are All categories, Accounts Payable, and Accounts Receivable. |
My filters |
Applies a saved filter selection. |
View toggle |
Switches between grid view and list view. The tooltip names the view you switch to. |
Add Metrics |
Opens the New metric page. For more information, see Create or Edit a Metric. |
Figure 1. Status filter and category filter open, showing the available options
Grid view
Each metric appears as a card. The card shows the metric name, its category badge, its validation badge, a plain language description, the formula, the last updated timestamp, a Validate & Edit button, and a delete icon. Grid view suits visual browsing and quick reference.
Figure 2. Grid view showing metric cards with category and validation badges
List view
Metrics appear in a table with one row for each metric. List view suits rapid comparison across many metrics.
Table 2. List view columns
Column |
Description |
|---|---|
Name |
The metric name. The domain appears as a badge in the Category column rather than as a name prefix. |
Description |
A plain language summary of what the metric measures. |
Category |
Accounts Payable, Accounts Receivable, or both. |
Validated |
Validated or Not validated. |
Formula |
The calculation logic, including the period and the currency treatment. |
Last Updated |
The timestamp of the most recent save. |
Actions |
Opens Validate & Edit, or deletes the metric. |
Figure 3. List view showing all seven columns
Note: Metrics show a validation status rather than a confidence score. For more information, see Metric Validation Status.
Delete a metric
Each metric card and list row includes a delete icon.
Related information
For more information, see Core Metric Catalog.
For more information, see Metric Validation Status.
For more information, see Create or Edit a Metric.