You can use the Advanced Search command to set up searches in the Contact List; Accounts; Client Service; and Campaigns pages and then save the searches to the search catalog. When you create indicators; you can select any of these saved searches to access data for the indicator. You can also report on quotas; appointments; and Hotlist tasks in your indicators. While you cannot save searches for these types of entries; you can set up some search criteria while creating the indicator.
While setting up the search criteria; you can specify generic values in your searches to make them reusable for different users and at different times. For fields that take Maximizer users as values; you can specify the current user as the value of the field. For date fields; you can specify values in relation to the current date; such as today; next month; and current fiscal quarter. Each time the search is run; values for the current user and values relative to the current date are retrieved.