Add indicators

After you submit an email summary record with the By Condition check box cleared, the Indicators related list becomes available.

  1. Click Edit in the Indicators related list.
  2. (Optional) 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.
  3. Add the desired indicators to the Indicators List.
  4. Click Save.
    If your instance has the full version of Performance Analytics, you can add new indicators from the Scheduled Email Summary form.
    1. In the Indicators related list, click New.
    2. Define the indicator.
    3. Click Submit to save the indicator and add it to the email summary.