docs(optimize): document kpi modal (#3541)

* docs(optimize): document kpi modal

related to #12374

* Update process-dashboards.md

* Update process-KPIs.md

* docs(optimize): update the report creation reference

---------

Co-authored-by: christinaausley <[email protected]>

docs/guides/improve-processes-with-optimize.md

@@ -64,7 +64,7 @@ Optimize offers collaborative capabilities, too. Click the **Share** tab to shar
 
 To create a custom report based on a key performance indicator (KPI) you’d like to analyze, and to incorporate this report into a dashboard, follow the steps below:
 
-1. On the right side of the **Home** page, select **Create New > New Report**. Here we’ll take a look at a single process, though you can also view data from multiple processes.
+1. On the right side of the **Collections** page, select **Create New > Report**. Here we’ll take a look at a single process, though you can also view data from multiple processes.
 2. Click the text box under **Select Process** and select the process you’d like to analyze.
 3. Select the type of report you’d like to use on the right side of the **Create new Report** box. As with dashboards, Optimize offers preconfigured templates such as heatmaps and tables. We’ll begin with a heatmap.
 4. Click **Create Report**.

optimize/components/userguide/creating-reports.md

@@ -14,7 +14,7 @@ Each report consists of the [edit mode](./process-analysis/report-analysis/edit-
 
 To create a custom report based on a key performance indicator (KPI) you’d like to analyze, and to incorporate this report into a dashboard, follow the steps below:
 
-1. On the right side of the **Home** page, select **Create New > New Report**. Here we’ll take a look at a single process, though you can also view data from multiple processes.
+1. On the right side of the **Collections** page, select **Create New > Report**. Here we’ll take a look at a single process, though you can also view data from multiple processes.
 2. Click the text box under **Select Process** and select the process you’d like to analyze.
 3. Select the type of report you’d like to use on the right side of the **Create new Report** box. As with dashboards, Optimize offers preconfigured templates such as heatmaps and tables. We’ll begin with a heatmap.
 4. Click **Create Report**.

optimize/components/userguide/process-KPIs.md

@@ -0,0 +1,32 @@
+---
+id: process-KPIs
+title: Process KPIs
+description: "Learn how key performance indicators (KPIs) can be created and used in Optimize."
+---
+
+Key performance indicators (KPIs) are reports represented by single numerical values with predefined targets.
+To create a custom KPI, follow the steps below:
+
+1. On the right side of the **Collections** page, select **Create New > Report > Process KPI**.
+2. Select one of the predefined KPI templates and the process you’d like to analyze.
+
+![KPI creation step 1](./img/process-kpi-step1.png)
+
+3. Set the target value that you would like to achieve
+4. Define the required filters.
+
+![Set creation step 2](./img/process-kpi-step2.png)
+
+5. Click **Create process KPI**.
+6. (Optional) Edit the created KPI report and define your own filters/extra configuration.
+
+## Setting existing process reports as KPIs
+
+Existing process reports can be configured to act as a KPI. This can be done through the report configuration panel.
+The checkbox to make the report a KPI is only visible for reports with a number visualization.
+
+![Set KPIs](./img/kpiConfiguration.png)
+
+Once a report is set as a KPI, its status is visible on the **Dashboards** page.
+
+![Processes page](./img/processOverview.png)

optimize/components/userguide/process-dashboards.md

@@ -13,7 +13,7 @@ This section also allows you to set a process owner and take responsibility of a
 
 ## Set time and quality KPIs
 
-KPIs, or Key Performance Indicators, are reports represented by single numerical values with predefined targets. The process of configuring a report as a KPI is done through the report configuration panel. The classification into a time or quality KPI occurs internally in Optimize based on the chosen measure.
+KPIs, or Key Performance Indicators, are reports represented by single numerical values with predefined targets. The process of creating KPI reports is explained in [process KPIs](./process-KPIs.md). The classification into a time or quality KPI occurs internally in Optimize based on the chosen measure.
 
 Once a report is set as a KPI, its status is visible on the **Dashboards** page. Hovering over the status provides a preview of specific information related to the KPI, including the set target, the current actual value of the single-number report, and a link to it. Users accessing the report via this link without proper authorization won't be able to view any data in the report view.
 

optimize_sidebars.js

@@ -1129,6 +1129,7 @@ module.exports = {
             },
             "components/userguide/creating-reports",
             "components/userguide/combined-process-reports",
+            "components/userguide/process-KPIs",
 
             {
               "Process analysis": [

sidebars.js

@@ -440,6 +440,7 @@ module.exports = {
               "Combined process reports",
               "components/userguide/combined-process-reports/"
             ),
+            optimizeLink("Process KPIs", "components/userguide/process-KPIs/"),
             {
               "Process analysis": [
                 optimizeLink(