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  3. Key Performance Indicators
  4. Custom KPIs
  5. Creating a New Search to be a Custom KPI

Creating a New 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 create an existing saved search to be used as a custom KPI by completing the following steps:

To create a new saved search to be used as a custom KPI:

  1. Choose Reports > Saved Searches > All Saved Searches > New.

  2. In the New Saved Search list, click a search type.

  3. 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.)

  4. On the Criteria subtab, set up filters to narrow down your search data, but don’t include date filters as 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.

  5. 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.

    • 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.

    • If you want to show summary data like sum, average, minimum, or maximum, pick a field and set the right summary type.

  6. 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.

    • If your search type doesn’t have a date column as a filter, try using a different search type, like a transaction search.

    • 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.

  7. When you’re done setting up the search, click Save. (You can also click Save & Run to make sure the results look right.)

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 creating saved searches, see Saved Searches.

Related Topics

General Notices