Save a Search

You can save an advanced search that you frequently run. You choose to save a search as a private search, or a public search that is available to other users.

Prerequisite: You must first run an advanced record search to display some search results. For information, see Run an Advanced Record Search.

To save a search:

  1. On the toolbar, click Save Search.
  2. In the Save Search dialog box, use the Search name field to enter a title for the search.
  3. From the Save as list, select one of the following options:
    • My Saved Searches. Select this option if you want to save the search to your personal searches. My Saved Searches are private, and only you can access them.
    • Standard. Select this option if you want to make the search available to any person that has access to saved searches.
  4. Click Save.