Company-specific instructions

Table of contents

• Overview
• When to use this
• Before starting
• Add or edit company-specific instructions
• Go to Setup.
• How reporters see the instructions
  • Tips for writing good instructions
• FAQ

Overview

Company-specific instructions add extra guidance for reporters without changing the measure template structure. This is especially useful with Automatic Updates (AU), when reporters still need clarification on how to interpret a measure for the organization.

The feature is part of the updated Data Reporting view. Enable the updated Data Reporting view for the instructions to appear to reporters.

When to use this

Use company-specific instructions to:

• Add measure-level guidance that is specific to the organization.
• Keep the core measure structure intact while still supporting reporters with context.
• Reduce back-and-forth with reporters by centralising guidance in the reporting flow.

Before starting

• The feature is designed for AU customers, but can be used broadly for all measure categories.
• Setup access is required.

Add or edit company-specific instructions

1. Go to Setup.

2. Open the Measures list.

3. Find the measure to clarify.

4. In the More options menu, select Company-specific instructions.

5. Write the instructions in the rich text editor.

6. Once finalized, tick “Show these instructions to data reporters”.

7. Click “Save”.

How reporters see the instructions

When a reporter opens the relevant measure in the reporting view, the company-specific instructions are shown above the measure content. This keeps the instructions visible without changing the measure structure itself.

Tips for writing good instructions

• Start with what the reporter should do, then add context.
• Use short bullets.
• Include examples if a measure is often misinterpreted.

FAQ

Can this be used without Automatic Updates (AU)?

Yes. The feature is designed mainly for modules on AU, but it is also useful in other template scenarios.

Can instructions be added in multiple languages?

Not currently. To request support for multiple languages, send feedback via the support form.