Saving report search criteria

If you regularly run reports using the same search criteria, you can save and reuse the criteria.

  1. Click Reports | <Report Category>.
  2. Click <Report Name>.
  3. Select display options and search criteria.
  4. Click Save.
  5. Enter a name for the saved search.
  6. Select Available to All Users to make the saved search available to all users.
  7. Click Save. When you return to the list of reports, the saved search criteria is displayed in a list beside the report.
    • To edit a saved search, select it from the Saved Search column, click Run, make the changes you require and click Save.
    • To delete a saved search, select it from the Saved Search column, click Run and click Delete.