Hagar Ahmed
08/29/2024, 10:41 AMCeligo AI
08/29/2024, 10:41 AMAI generated answer (using internal Slack threads):To add a custom report to a dashboard or key performance indicators (KPIs), you can follow these steps: 1. First, you need to create a custom search that will serve as the basis for your KPI. This can be done by navigating to
Reports > New Search
. Here, you can define the criteria and results for your custom search.
2. Once your custom search is created, you can add it to your KPIs. Navigate to your dashboard and click on Customize
in the top right corner.
3. In the customization menu, click on KPIs
or KPI Scorecard
under the Standard Content
tab.
4. In the KPI setup, you can add your custom search by clicking on Set Up KPIs
and then New KPI
.
5. In the New KPI
setup, select Custom Search
in the Type
dropdown menu, and then select your previously created custom search in the Search
dropdown menu.
6. Click Save
to add your custom search to your KPIs.
Remember, you can add up to 10 custom searches (rows) to each KPI Scorecard. Also, you can add multiple KPI scorecards to a dashboard by customizing the center tab.
******
Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
08/29/2024, 10:41 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.846032619
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.842925668
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.839047551
Celigo AI
08/29/2024, 10:41 AM