Use a Saved Search

If you select a search for a report in the Selection column of the Reports grid, the criteria of that search are used to select records when you generate the report.

To use a set of saved selection criteria:

1. On the Navigation menu, click Reporting and click the type of report.
2. Select the report that you want to generate.
3. Select one of the following actions:
   • If the search named in the Selection column is the search that you want, continue with step 4.
   • If the search named in the Selection column is not the correct one, click the Selection column and display the lookup. Click next to the Searches field, click the folder that contains the saved search you want, and select the saved search.
4. Click Apply.
5. Print or preview the report.