- Choose Reports > Saved Searches > All Saved Searches.
- In the Saved Searches list, click Edit next to the search you want to use as a custom KPI. You need to ensure that the search has been defined correctly to display KPI data in the manner you want.
- On the Criteria subtab, make sure that no date filters are used as search criteria.
- On the Results subtab, 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 display summary data such as sum (total), average, minimum, or maximum, select a field and set the appropriate summary type for it.
- 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 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.
- 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.
- Edit the search to meet your requirements and resave it.
- 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.
- Choose Save & Run to verify the search results are what you expect.
- 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.
- 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.