Save Record Selections for Reports
You can save record selections for use in future reporting sessions. Unlike saved report options, saved searches are linked to a data type, rather than to a report. For example, you might have a saved search for all projects assigned to a certain project manager.
Save Rights
| Reports, Searches, and Options Setting in Role Security | What You Can Do in Reporting |
|---|---|
| Save Personal Only | Create, modify, save, or delete only your personal searches. |
| Save for My Role | In addition to creating personal searches, you can save searches for use by co-workers who share your security role. |
| Save for All Roles | In addition to creating personal searches and searches for those who share your role, you can create global searches that are available to all Reporting users. |
"Is Me" Operator in Searches
The "is me" operator helps you select only data to which you are linked by your employee number. For example, suppose you want a version of the Project Summary report that lists only data from projects for which you are the project manager. To do that, you click the Selection column in the Reports grid, and then you specify these settings on the Project lookup:
- Search Field = Project Manager Number
- Operator = is me
This operator works only with search fields that are employee numbers, such as Employee Number or Project Manager Number. It does not work with search fields based on names, such as Employee Last Name.
"Is Mine" and "Is Not Mine" Operators in Searches
If you search on an organization field in a lookup, you can use the "is mine" and "is not mine" operators to make your search easier. These search options automatically select data for organizations that either match or do not match the organization of the employee doing the search. For example, you could create a search with these settings:
- Search Number = Organization
- Operator = is mine
These options can be helpful when you set up global searches and record-level security.