Procedures

You can save searches for use in future reporting sessions.

Related topics:

  • Create Folders for Saved Options and Searches
    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
    If you select a search for a report in the Selection column of the Reports grid, Ajera CRM uses that search when it generates the report.
  • Modify a Saved Search
    If your security role gives you the required access, you can change a saved search.
  • Rename a Saved Search
    If your security role gives you the required access, you can change the name of a saved search.
  • Delete a Saved Search
    If your security role gives you the required access, you can delete a saved search.
Parent Topic: Selecting Data Overview