What is required for a saved search to be utilized for a custom KPI?

To utilize a saved search for a custom KPI in SuiteAnalytics, having a Criteria subtab with filters is essential. This is because the Criteria subtab allows the user to specify which records should be included in the saved search. These filters can be based on various fields, helping to narrow down the dataset to relevant entries that will be used in the KPI calculations. The presence of filters ensures that the KPI reflects targeted and meaningful data rather than a broad or irrelevant dataset.

For KPIs, specificity is crucial; thus, defining parameters through filters helps in achieving precise measurements or insights. The use of filters allows users to analyze performance metrics tailored to specific conditions or events within their organization, making the KPI more functional and relevant to their reporting needs.

In contrast, relying on two date fields or completing a summary of transaction fields does not directly guarantee the application of the saved search for KPI purposes. Similarly, having no filters defined does not contribute to a targeted analysis, which is fundamental for effective KPI generation.