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Uploading, Editing, and Deleting Metrics via the Transactions Tab in ark

This guide walks you through how to upload, edit, and delete metrics in ark using the upload template or manual entry in the Transactions tab. Metrics are not calculated automatically by the system and must be entered manually.

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What You’ll Learn

By the end of this guide, you’ll be able to:

  • Upload metrics using the Transactions tab or upload template

  • Edit or delete individual metrics

  • Understand the format and naming requirements

  • Reconcile metric data to avoid errors

Who Can Use This Feature

Admin users with access to the Transactions tab can upload and manage metrics:

  • Ark Client Admins: View, edit, and delete metrics across all clients in which they are an ark client admin

  • Basic Admins: View, edit, and delete metrics for funds they have access to via Fund Management Teams

  • Fund User Admins: View-only access to metrics for funds they have access to via Fund Management Teams

Step-by-Step: Uploading Metrics

  1. Navigate to the Transactions tab in the admin portal

  2. Select Upload Transactions

  3. Download the latest Upload Template (CSV)

  4. In the transaction_type column, enter the exact name of the metric as configured in Transaction Mapping

  5. Complete all other required fields (see below)

  6. Save the file as a .CSV

  7. Upload and review errors in the Upload History

To upload a metric manually:

  1. Click + Add New Transaction in the Transactions tab

  2. Choose the correct metric from the Transaction Type dropdown

  3. Enter the remaining details (fund, investor, amount, date, quarter)

  4. Click Save & Close

Step-by-Step: Editing or Deleting Metrics

  1. Navigate to the Transactions tab

  2. To edit a metric:

    • Click View next to the row

    • Update the values and click Save & Close

  3. To delete a metric:

    • Click View, then select Delete Transaction, or

    • Use checkboxes to select one or more rows and choose Delete (n) or Delete All from the Actions dropdown

  4. Metrics in published quarters cannot be edited or deleted

Upload Template Format

Key columns to complete:

  • fund_name: Must match exactly

  • investor_name: Must match exactly

  • transaction_amount: Number with no symbols (other than decimal)

  • transaction_date: Short date format

  • transaction_quarter: Format as YYYY Q# (e.g., 2024 Q1)

  • transaction_type: Must match metric name configured in Transaction Mapping

  • transaction_name: Can mirror transaction_type

Metric Formatting for Upload and Manual Entry:

  • Percentages: Enter as 25.15 for 25.15% (no % symbol)

  • Dates: Enter as 01042026 for 01/04/2026 (no slashes)

  • Multiples: Enter as 1.26 for 1.26x (no "x" symbol)

These formats must be configured during metric creation in the Transaction Mapping tab of Client Configuration.

Preparing Metric Data for Upload

Before uploading:

  • File is in CSV format

  • All values are positive unless otherwise specified

  • Metric names match Transaction Mapping exactly

  • Dates and quarters are correctly formatted

  • Fund and investor names match system records

  • Each row has a transaction name

FAQ

Q: Where do I configure metrics before uploading?
A: See the Configuring Transaction and Metrics Mapping guide.

Q: Can metrics be uploaded for multiple funds in one file?
A: Yes, as long as names match system records.

Q: Can I edit or delete metrics later?
A: Yes, unless the quarter has been published. Unpublish a quarter on the Capital Accounts page to edit or delete a metric.

Next Steps