RE: Use Custom Reports for KPIs
Is there a way to use custom reports as the basis for a KPI?
I know some of the native KPIs are based on reports (e.g. Inventory KPI), because when you click on the balance number it will take you to the report behind it. However, when I try to create a custom KPI, I can’t get reports to be on the list. It seems like you can only use searches.
It’s unfortunate if that’s the case, because you can get certain historical data easier, like account balances, on a report than a search.