June 2018
Beginner to intermediate
360 pages
8h 9m
English
We have spoken about the power of the dashboard, but how do we get information onto the dashboard? How do we get custom search and reports onto the dashboard for our users to view? The saved search has more applicability compared to the dashboard because it is the basis for all custom KPIs, Custom Searches, Custom Lists, and KPI Scorecards. Custom search results are the easiest because all that is required is for the Saved Search to have the Available on Dashboard View checked off. The user can then add the saved search or list to their dashboard view with ease.
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