How to use Saved Searches on Dashboards
Learn how to use Saved Searches on Dashboards to quickly access search results and monitor product activity through Dashboard widgets.
Saved Searches can be added to Dashboards using different widget types, allowing you to access important search results and monitor product activity directly from your workspace.
This tutorial explains how to add and configure Saved Searches using the Search Result and Timeline widgets, including how to customize the widgets to fit your preferred Dashboard layout.
Add a Saved Search to a Dashboard
Saved Searches can be added to a Dashboard using either a Search Result widget or a Timeline widget.
Search Result widget
The Search Result widget displays the results of a Saved Search directly on your Dashboard, giving you quick access to frequently used searches and product information.
Add a Search Result widget
Open your Dashboard and click Edit Dashboard in the bottom-right corner. Click Add widget, or right-click anywhere on the Dashboard and select Add widget. Select Search Result from the widget list.
Configure the Search Result widget
After selecting the Search Result widget, choose the Saved Search you want to display.
You can customize the widget by:
Setting a headline.
Choosing which columns to display.
Selecting an icon.
Choosing highlight color.
Click Add widget when you are finished.
Timeline widget
The Timeline widget allows you to monitor recent activity and changes related to products matching a Saved Search directly from your Dashboard.
Enable a Saved Search for the Timeline widget
Before adding a Timeline widget, you must enable the Saved Search you want to use.
Open the Saved Searches menu from the top-right corner of the navigation bar. Right-click the Saved Search you want to use. Select Enable for Timeline widget. The Saved Search is now available when configuring a Timeline widget.
Add a Timeline widget
Open your Dashboard and click Edit Dashboard. Click Add widget. Select Timeline from the widget list.
Configure the Timeline widget
When configuring the widget, select the Saved Search you enabled previously.
You can customize the widget by:
Setting a headline.
Selecting a time unit (Days or Months).
Choosing an icon.
Chooseing a highlight color.
Click Add widget when you are finished.
Save and use the Dashboard
After adding either widget type:
Position and resize the widget as needed. Click Save Dashboard to save your changes.
The widget will now display information from the selected Saved Search directly on your Dashboard.
The Search Result widget opens the Saved Search in the PIM when clicked, allowing you to continue working with the results or apply additional filters.
The Timeline widget displays recent activities and changes related to the Saved Search, making it easier to monitor updates without leaving the Dashboard.
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