- Using Oracle Business Intelligence for Oracle Taleo Enterprise Edition
- Creating a Smart Watchlist
Creating a Smart Watchlist
You must have one of the following user type
permissions:
Home > Oracle Business Intelligence > CatalogBI Author Developer
BI Tenant Administrator
- Edit the scorecard in which you want to create the smart watchlist. For information, see "Opening or Editing a Scorecard".
- In the Scorecard Documents pane, click the New Object toolbar
button and select Create Smart Watchlist.
The Scorecard editor: Smart Watchlist tab is displayed.
- In the Filter pane, specify the filter criteria as follows:
- In the Filter pane: Relationship tab, specify the object relationships by which the scorecard objects are to be filtered.
- In the Filter pane: Type tab, specify the object types by which the scorecard objects are to be filtered.
- In the Filter pane: Perspective tab, specify the perspective associations by which the scorecard objects are to be filtered.
- In the Filter pane: Performance tab, specify the performance criteria (status, score, or ranking) by which the scorecard objects are to be filtered.
- In the Filter pane: Ownership tab, specify the business owner assignments by which the scorecard objects are to be filtered.
- Set smart watchlist properties. To do so, click the Properties toolbar button.
- Manage the smart watchlist, as appropriate. For more information on managing a watchlist, see "Watchlists".
- Click Save. In the Save As dialog, you can rename the smart watchlist rather than use the default name.