Saved Searches

Users can save searches they plan to routinely run. For quick access, saved searches are available on the Search page in the Saved Searches tab.

Save a Search

1. On the left-side menu, click the Search icon.
   The Search page appears.
2. In the upper-left, click the blue + to create a new search, and then click the New Search tab.
3. Enter terms in the white Search bar, and then click the Search icon to initiate the search.
   The search results page appears.
4. On the right end of the search bar, click the three-dot menu, and then click Save Search.
   The Save Search dialog box appears.
5. Enter a name for the search.

6. Click Save.
   

   

   The Search Saved notification appears at the bottom of the page.

View a Saved Search

Saved searches can be accessed from the Search page in a New Search tab. 

1. On the left-side menu, click the Search icon.
   The Search page appears.
2. In the upper-left, click the blue + to create a new search, and then click the New Search tab.
3. Click the Saved Searches tab.

Links to saved searches and recent searches also appear in the footer of the recommended search list when you click the main search bar at the top of any page.

Execute a Saved Search

1. On the left-side menu, click the Search icon.
   The Search page appears.
2. Click the Saved Searches tab.
   The Saved Searches list appears.
3. To execute a saved search, click the Search icon in the Actions column next to the relevant search name. 
   The search results appear in a grid.

Update a Saved Search

1. Execute a saved search.
   The search results appear in a grid.
2. Click the search bar and update the search with new parameters.

3. On the right end of the search bar, click the three-dot menu, and then click Update Saved Search.
   

   

   When you click Update Saved Search, the original search is over-written.

   
   

4. To save a copy of the updated search while retaining the original search, click Save as New Search.

Configure a Saved Search

1. On the left-side menu, click the Search icon.
   The Search page appears.
2. Click the Saved Searches tab.
   The Saved Searches list appears.
3. To configure a saved search, click the Settings icon in the Actions column next to the relevant search name. 
   The Manage Saved Search pop-up appears.

4. On the Search Settings tab, modify the following information as needed:
   

   Field	Description
   Search Name	Edit the name of the saved search.
   Query	Edit the saved search's contents. Due to how the query is saved as an expression with query operators, it may be easier to delete and re-create the saved search with new parameters than to update the query expression.

   

   The Author and Created date and time cannot be edited.

5. On the Schedule Reporting tab, optionally modify the following fields to update the Scheduled Report:
   

   Field	Description
   Report Name	Enter a name for the report.
   Include in PDF	Select what to include in the report (the grid results, visualizations, or both).
   Start Date	Select the start date for the report.
   Start Time	Select the start time for the report.
   Repeat	Select the frequency that the report will send (every day, every week, every month, etc.).
   Recipients	Enter the email addresses of the people who should receive the report.

6. Click Confirm.
   The Saved Search is updated successfully.

Delete a Saved Search

1. On the left-side menu, click the Search icon.
   The Search page appears.
2. Click the Saved Searches tab.
   The Saved Searches list appears.
3. To delete a saved search, click the Trash icon in the Actions column next to the relevant search name. 
   A confirmation dialog box appears.

4. Click Delete Saved Search.
   

   

   When a corresponding Report exists for a saved search, the confirmation dialog box displays Delete Saved Search and Reports. To delete both, click Delete Saved Search and Reports.