How to...

You can save searches for use in future reporting sessions.

Related Topics:

  • Creating Folders for Saved Options and Searches (Desktop)
    When you save a set of reporting options or save a search, you can simultaneously create a folder in which to store it. To do that, enter the path and folder name in the Folder Name field.
  • Save a Search (Save Personal Only)
    If the Favorites Organizing security setting for your role is Save Personal Only, you can save Advanced or SQL Where Clause searches for your own use. However, you cannot make saved searches available to other users who share your security role, and you cannot create, rename, or delete global searches.
  • Save a Search (Save for My Role)
    If the Favorites Organizing security setting for your role is Save for My Role, you can save Advanced or SQL Where Clause searches for your own use, and you can save searches to be shared with co-workers who are assigned your security role.
  • Save a Search (Save for All Roles)
    If the Favorites Organizing security setting for your role is Save for All Roles, you can save Advanced or SQL Where Clause searches for your own use, save searches to be shared with co-workers who are assigned your security role, and save global searches to be shared with all Reporting users.
  • Use a Saved Search (Desktop)
    If you select a search for a report in the Records Included list of the Reports grid, the criteria of that search are used to select records when you generate the report.
  • Modify a Saved Search (Desktop)
    If your security role gives you the required access, you can change a saved search.
  • Rename a Saved Search (Desktop)
    If your security role gives you the required access, you can change the name of a saved search.
  • Delete a Saved Search (Desktop)
    If your security role gives you the required access, you can delete a saved search.
Parent Topic: Selecting Data