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 results. For information, see Run an Advanced Record Search.

To save a search:

1. On the search window 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 to save the search as a private search accessible only to you.
   • Standard. Select this option to save the search as a public search available to other users. This option is only available if you have the AdvancedSearch.ManageStandard or AdvancedSearch.Admin role.
4. Click Save.