you submit an email summary record with the By Condition check box
cleared, the Indicators related list becomes available.
Click Edit in the Indicators
Add a filter to limit the selection of the indicators.
For example, [Name] [contains] [incident]. When you
click Run filter, only indicators whose name contains
incident are displayed.
Add the desired indicators to the Indicators List.
If your instance has the full version of Performance Analytics, you can add
new indicators from the Scheduled Email Summary form.
- In the Indicators related list, click
- Define the indicator.
- Click Submit to save the indicator and add it
to the email summary.