---
title: Creating Metrics in the Metrics Library for Risk Assessment
description: The Metrics Library allows you to create, customize, and manage compliance-related metrics from your data. These metrics can then be visualized and added to dashboards for deeper insights and reporting.
---

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# Creating Metrics in the Metrics Library for Risk Assessment

## The Metrics Library allows you to create, customize, and manage compliance-related metrics from your data. These metrics can then be visualized and added to dashboards for deeper insights and reporting.

#### Accessing the Metrics Library

- Navigate to the **Metrics Library** section from the left-hand menu.
- You will see a list of existing metrics with details such as:
  
    - **Name** (e.g., "SAR per Jurisdiction")
    - **Type** (Row/Bar)
    - **Last Updated Date**

This overview helps you quickly identify and manage existing metrics.

#### Creating a New Metric

To create a new custom metric:

1. Click **Create Metrics** at the top-right of the screen.
2. The setup interface will open.

#### Selecting Your Starting Data

- Under **Data**, pick the dataset you want to analyze.
- Use the search bar to find relevant datasets (e.g., *API Requests*, *Crowdfunding Accounts*).
- Select the dataset as your base for building the metric.

#### Adding Filters

- Use the **Filter** option to narrow down results.  
  Example: Show only API requests from a specific jurisdiction or timeframe.

This step ensures your metric focuses on the data most relevant to your compliance goals.

#### Summarizing Data

- In the **Summarize** section, select:
  
    - A **function or metric** (e.g., Count, Sum, Average).
    - A **column to group by** (e.g., Country, Transaction Type).
- This allows you to structure data in a meaningful way.  
  Example: *Count of SARs grouped by Jurisdiction*.

#### Visualizing Your Metric

- Once filters and summaries are defined, click **Visualize**.
- The system generates a visualization of your data.
- Different types of metrics (Row, Bar, etc.) provide flexible visualization options depending on the selected data.

#### Managing Individual Metrics

For each metric in the **Metrics Library**, you have additional management options available via the context menu (three dots on the right-hand side of the metric row).

#### Available Options:

1. **Delete**
   
     - Permanently removes the metric from the library.
     - Use this when a metric is no longer needed or has been replaced.
2. **View Metric**
   
     - Opens the metric to review its configuration and visualization.
     - Useful for auditing or making sure the metric is aligned with compliance requirements.
3. **Add to Dashboard**
   
     - Integrates the selected metric directly into a dashboard.
     - Recommended for metrics you want to track regularly (e.g., *SAR per Jurisdiction*).

**Tip:** Regularly update and refine metrics to reflect evolving compliance requirements and operational needs.

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