Modify a Saved Search (Desktop)

If your security role gives you the required access, you can change a saved search.

To modify a saved search:

1. On the Navigation pane in DPS Desktop, click Reporting.
2. On either the Favorites or Reports tab, select the report for which you want to modify a set of saved options. All Legacy reports are non-editable and appear with an asterisk. When you select a legacy report, you can run the report, but you cannot modify it.
3. Click the Records Included list to display a list of saved searches.
4. Click on the lookup and click the folder in which the search is located.
5. Select the saved search and make changes to it.
6. Click Organize.
7. Click next to Folder Name on the Organize Options dialog box, and then click the folder in which the search is located.
8. In Save Name, select the search that you want to modify.
9. Click Save.
10. In response to the confirmation prompt, click Yes. If the saved search is the basis of any favorite reports, a prompt asks if you want to update the searches for those favorites.
11. Select one of the following actions:
    • Click Yes if you want to update the searches for the favorites.
    • Click No if you do not want the favorites updated.