Saved Searches
Saving a Search Query
If you have developed a search filter and want to retain it for future personal use, or to share, you can save your search.
- Click Save Search to raise the Save Search pop-up.
This raises the Save Search window.
Once you have saved your search query, you can easily access it from the saved searches list. This allows you to quickly apply the same search criteria without having to recreate the filter each time. Additionally, if you have set the search to public, your teammates can also benefit from the saved query.
Retrieving a Saved Search
Saved searches allow users to quickly access frequently used search criteria without having to manually enter them each time. This feature is particularly useful for streamlining workflows and ensuring consistency in search results. By retrieving a saved search, users can efficiently manage their data and focus on analysis rather than setup.
- To retrieve saved searches, click the drop-down arrow (
) next to the Save Search button.
Once you have selected a saved search, the system automatically populates the search criteria and execute the search. You can see the search results displayed on your screen, allowing you to review and analyze the data without further input. If the saved search was incomplete, you are prompted to provide the missing information to complete the search setup.
Editing or Deleting Saved Searches
Managing saved searches allows users to efficiently access frequently used search queries without having to recreate them each time. This feature is particularly useful for users who regularly perform complex searches and need quick access to specific results. By editing or deleting saved searches, users can keep their search list organized and relevant to their current needs.
- Click the drop-down arrow (
) to open the list of saved searches.
- Click the Edit feature below the list of saved searches, displaying the Edit Saved Search window:
- Click the pencil icon (
) to edit a search, or the delete icon (
) to delete it.
Upon completing these steps, your saved searches are updated to reflect any changes made. Edited searches retain their new parameters, allowing for more accurate and efficient future searches. Deleted searches are permanently removed from your list, helping to maintain an organized and relevant collection of search queries.
Editing a search is the same as saving one.
