Updating a Search Query
Once you have saved a search query, you can access it at any time, and re-run the search to obtain the most current information. You can also edit a saved search if the criteria needs to be updated or the search name/description needs to be changed.
A saved search query can also be accessed from the Search Query portlet in your Dashboard and from the Charting portlet where data is displayed visually, in a pie chart, bar chart, or time line.
- Click Search in the Navigation Toolbar, and select the Search Query link in the menu.
- In the Query Info view of the screen, click Load in the toolbar.
- n the Query Selection window:
- Locate the query you want to edit, and click on it to select it.
- Click OK.
- In the Query Info view of the screen, you can update the following:
- Result Type field to change the primary and/or secondary data set for the search.
- All Top Entity Records check box to expand or limit the search results.
- Criteria for the search by adding or removing criteria records, as well as using the ADD operand to limit results and the OR operand to expand results.
- See Creating a Search Query for additional information.
- Click Execute in the toolbar to run the updated query.
- When the Results view of the screen displays, review the updated search results.
- Click Save Query in the toolbar.
- In the Save Search Query prompt:
- (Optional) Update the name of the search in the Filter Name field.
- (Optional) Update the description for the search in the Description field.
- Click Save.
