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Saving Report Search Criteria

If you regularly run reports using the same search criteria—for example, monthly activity report for Damien, John, Kylie, and Susan—you can save and re-use the search criteria selected. To save reporting search criteria:

Select the Reports button.
Select a report category from the context area of the screen. For example, Activity Reports.
Click on the Run button next to the report you want to run. For Example, Activities Logged Report by User. The Display Options and Search Criteria page is displayed.
Select the search criteria, and click on the Save button. You are prompted to enter a name for the Saved search. Selecting the Available to All Users check box will make the saved search available to all users.

Enter a short description for the search, for example, Telco Team Monthly, and select the Save button. When you return to the list of reports, the saved search criteria is displayed in a list next to the report.

To run the report using the saved search criteria, click the Run button next to the saved search name. To edit a saved search, select it from the Saved Search column, click on the Run button, make the changes you require and click on the Save button. To delete a saved search, select it from the Saved Search column, click on the Run button and click on the Delete button.

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