To create a new saved search to be used as a custom KPI:
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Choose Reports > Saved Searches > All Saved Searches > New.
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In the New Saved Search list, click a search type.
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On the Saved Search form, enter a title for the search. (This title will appear in the custom KPI dropdown lists in the Set Up Key Performance Indicators popup and the KPI scorecard.)
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On the Criteria subtab, define the filters that will limit the search data, making sure you don’t include date filters as search criteria.
Note: KPIs cannot enforce summary criteria filters because KPI calculations do not include groupings. If a saved search used as a custom KPI includes any summary criteria filters, the result for the KPI may differ from results when the search is run. -
On the Results subtab, define which fields you want to be returned in the saved search results. Make sure you have exactly one field that uses a summary type.
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If you want to display a count of the number of search results for a KPI, select a number or ID field (such as Number) and set a Count summary type for this field.
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If you want to display summary data such as sum (total), average, minimum, or maximum, select a field and set the appropriate summary type for it.
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On the Available Filters subtab, add a date field to be able to compare saved search results over different date ranges in a Key Performance Indicators portlet, a trend graph, a KPI meter, or a KPI scorecard.
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If the type of search you have selected does not offer a date column as a filter, you may be able to use a different type of search, for example, a transaction search.
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If you want to use a saved search as a custom KPI in a scorecard and you have enabled the Use Periods option for a scorecard, only saved searches with a Period filter defined as an Available Filter can be defined as custom KPIs for the scorecard.
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When you are done defining the search, click Save. (You can choose Save & Run to verify the search results are what you expect.)
Now you can use the search as a custom KPI and add it to the Key Performance Indicators portlet, add it to a KPI scorecard, or display it in a trend graph portlet.