> ## Documentation Index
> Fetch the complete documentation index at: https://docs.runorion.com/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Orion is a collaborative analytics platform built by Gravity (bygravity.com). It connects to data warehouses, to Looker and dbt for existing business logic, and to a small set of external-context sources, and it lets teams ask questions in natural language to get shared analyses, dashboards, reports, and slide decks. The Connecting Data Sources page is the authoritative list of supported sources. When referencing Orion features, always link to the relevant documentation page. Orion is not open-source; it is a commercial SaaS product accessed at runorion.com.

# Managing Metrics

> Run, reschedule, and inspect a metric you already saved

Click any metric card to open its detail sheet. This is where a metric is run, scheduled, visualized, and retired. Opening a metric from the project board also puts its ID in the page URL, so you can share a link that opens straight to the metric.

## The Detail Sheet

From top to bottom:

* **State and visibility** - The state pill (Active, Paused, Error, Draft) and the Shared/Private toggle
* **Name and description** - Click the name to rename it inline
* **Run Now** - Executes the metric immediately. Most runs finish within a minute; slow ones keep running in the background
* **Current Value** - The latest result, rendered per the metric's visualization
* **Schedule** - When the metric refreshes automatically
* **Historical Results** - Up to 20 recent runs, expandable for table results
* **Query & Code** - The sources and transformation behind the value
* **Delete Metric** - Removes the metric and its entire run history

Viewers see a reduced sheet: the current value and history, without the run, schedule, code, or delete controls.

## Visualizing results

What you can adjust depends on the value type:

* **Numbers, percentages, currency** - Render as a large formatted value
* **Tables** - Get a chart-type toggle (table, bar, line, grouped bar, stacked bar, pie, scatter, combo, heatmap, waterfall, boxplot, offered when the data suits them) plus X and Y column selectors. A **Save Visualization** button appears once you change something
* **Field sets** - Render as a tile layout; a layout editor picks which fields show, their labels, and their format

Table results also have a **Download CSV** button that exports the full result set.

For anything beyond chart type and axes, ask Orion in chat: colors, titles, decimal places, prefixes and suffixes, and threshold lines (a marker line on the chart at a value you name, for example a red line at your SLA limit).

## Scheduling

The Schedule section offers **None**, **Hourly**, **Daily**, **Weekly**, **Monthly**, and **At times**:

* **Hourly** - Every 1, 2, 3, 4, 6, 8, or 12 hours, on the quarter hour you pick
* **Daily** - Choose days of the week, including presets for every day, weekdays, or weekends
* **Monthly** - A day of the month, 1st through 28th
* **At times** - Up to five specific times per day

Times are shown in your local timezone and converted automatically. The next scheduled run shows at the top of the section.

## Run history

**Historical Results** lists recent runs with their values; failed runs carry an error icon, and table results expand inline. **Select** enters a selection mode for deleting runs you don't want to keep.

<Warning>
  Deleting run history is permanent, and so is deleting the metric itself.
</Warning>

## Query & Code

The **Query & Code** section shows each data source with its variable name. SQL sources render with syntax highlighting, a plain-language summary of what the query does, and a diagram of how data flows through it. Looker sources show the query structure and link back to Looker.

Sources and transformation code are read-only here. To change them, ask Orion in chat:

* "Update the metric to exclude internal accounts"
* "Fix this metric" (after a failed run, Orion repairs the code)
* "Change the metric's schedule to weekdays at 7am"

Orion dry-runs every change against real data before saving it.

## Metrics in chat

* **@-mention** a metric in any chat to bring it into the conversation
* Ask "how is this metric calculated?" for its lineage: sources, transformation, and how data flows between them
* Ask Orion to load a metric's history into an analysis to chart it over time or build it into a deliverable

When Orion discusses a metric, it renders the live metric card in the chat. Click the card to open the full detail sheet.

## Deleting a metric

**Delete Metric** removes the metric and all of its run history, permanently. If a Workflow or notebook references the metric, deletion is blocked and Orion lists the dependents, so you can't silently break a scheduled Workflow. See [Metrics as a source](/workflows/advanced#using-metrics-as-the-source) for how Workflows consume metrics.

## Permissions

* **Viewers** - See shared metrics, open the sheet, browse history
* **Analysts** - Everything: run, rename, schedule, visualize, delete. Sharing to the board is limited to metrics they created
* **Admins and project owners** - Can also change visibility on anyone's metric