Adding Saved Searches to a Classic Dashboard
All users can set up saved searches. Saved Searches can then be selected from the list of Available Content to display on a dashboard.
To make a saved search list available on the dashboard:
- Set up a saved search, for example, all companies in the city of New York.
- Select My CRM | Dashboard, and click on the Modify Dashboard button. The Dashboard Content page is displayed.
- Select the Saved Search category from the Filter By drop-down list. The saved search you created is displayed in the list of Available Content.
- Click on the Add button next to the saved search you created.
- You can also select Saved Search Summaries from the Available Content list. This displays a count of the number of records in each of your saved search.
- Select the Save button. The dashboard page is displayed, showing the Saved Search list you created.
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See Also:
Modifying Classic Dashboard Content
Adding Favorite Reports to a Classic Dashboard
Adding Report Charts to a Classic Dashboard
Creating a New Saved Search