For this, first you need to create a saved search. If the saved search is already created, then move on to setting up the custom search portlet.
Create the saved search by navigating to Reports -> New
- Under the Results tab, select the fields Name, date, amount, status, and click save and run.
Now you can setup the custom search portlet. After the saved search gets created, go to the Home page and click Personalize. On the Personalize dashboard, under the standard content, select the custom search.
Setting up the Custom Search Portlet:
- On the top right corner of the custom search portlet, select the Setup option.
If you want to remove the portlet, select the “remove” from the right top corner menu (three vertical dots) from the custom search portlet.