how to add custom report to dashboard or key perfo...
# ask-stanley-ai
h
how to add custom report to dashboard or key performance indicators?
c
AI 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. ******
Slack 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
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