Selecting an Existing Search to be a Custom KPI
To better understand the requirements that your saved search must meet to be used as a custom KPI, see Custom KPIs.
You can edit an existing saved search to be used as a custom KPI by completing the following steps:
To select an existing saved search to be used as a custom KPI:
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Choose Reports > Saved Searches > All Saved Searches.
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In the Saved Searches list, click Edit next to the search you want to use as a custom KPI. Make sure the search is set up to show KPI data the way you want.
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On the Criteria subtab, make sure you’re not using any date filters as search criteria.
Note:KPIs can’t enforce summary criteria filters because KPI calculations don’t include groupings. If a saved search used as a custom KPI has any summary criteria filters, the KPI result might be different from the saved search results.
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On the Results subtab, 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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Edit the search to meet your requirements and resave it.
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If you do not have the ability to edit and resave this search, you can ask the owner to edit it, or you can create another, similar search yourself.
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Choose Save & Run to verify the search results are what you expect.
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Note the title of the search. It will appear in the custom KPI lists in the Set Up Key Performance Indicators popup and the KPI scorecard.
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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. See Adding a Custom KPI to the Key Performance Indicators Portlet , or Using a Custom KPI in a KPI Scorecard.
For more information about editing saved searches, see Saved Searches.