Save a Search

You can save new or updated searches to the Select Searches list for reuse. You can also create folder directories to organize your searches.

Prerequisites: Create a new search or open an existing search.

To save a search:

1. On the Actions bar, click either Save to update an existing search, or Save As to save a new search. The new search can be based on an existing search that has been updated.
   The Search Settings dialog box opens.
2. In Name, enter a search name.
3. To provide access to the search for other users, click in the Save For field. The Special Selections drop-down list opens. Depending on your security rights, you can save for Everyone (all security roles), your role, or specific security roles. If you do not have security to save for others, you can only save searches for yourself.
4. Select a role, department, or group from the list, and repeat until you have added all the users or roles that will have access to the search.

   To remove a role from the field, click to the right of the selected role.

5. To add the search to one of the folder directories in the Select Searches list, click in the Add This Search To field.
6. Select one of the following options on the Folder Options dialog box:
   1. Select an existing folder directory from the list.
   2. Click +New Folder to create a new folder directory for the search.
7. Click Save to save the search and close the Search Settings dialog box. Vantagepoint adds the search to the designated folder in the Searches list.