Saved Searches

Information

Saved Searches are quick and easy reports generated from criteria entered on the Search Issues screen. Once saved, a Saved Search can be run any time with the most current data or delivered at regular intervals to select users via email in CSV, Excel or HTML format as a Scheduled Report from the Reports menu.

Saved Searches may also be  Shared,  making them accessible to other users. However, users that are members of Internal Only Organizations or Departments can only see Shared Searches created by other users within the same Organization or Department.

Adding a Saved Search

Follow the steps below to create a Saved Search:

  1. Along the lefthand menu, click Search Issues
  2. Enter the search criteria you want to search Issues for.
  3. When you've entered the desired search criteria, set the Search Title field to a descriptive name you can use to find this saved search at a later time.
  4. Set the Output dropdown menu to the desired output format. 
  5. In the bottom right area of the screen, click Save New Search
    1. You will receive a warning that you are about to save your search criteria:  Search Title… will be saved as a new search. Continue?'
    2. Click OK to accept the warning.

The Saved Search will then be available in the Reports menu > Saved Searches or via the Search Issues screen by clicking the  Retrieve Saved Searches  link that appears at the bottom right. A shortcut to the new Saved Search will also be sent to the My Issues page in the  My Reports  tab.

Editing a Saved Search

Follow the steps below to edit a Saved Search:

  1. Along the lefthand menu, navigate to Report Writer > Saved Searches
  2. Select the Saved Search that you want to edit, then click Edit
  3. You will be taken to the Search Issues screen.  Change the criteria to match your desired values.
  4. When you are done making changes, click Update Search in the lower right area of the screen. 
    1. You will receive a warning that you are about to save your search criteria:  'Search Definition ### - 'Search Title'... will be updated with current selections.  Continue?'
    2. Click OK to accept the warning.