Save a Search (Save Personal Only)

If the Favorites Organizing security setting for your role is Save Personal Only, you can save Advanced or SQL Where Clause searches for your own use. However, you cannot make saved searches available to other users who share your security role, and you cannot create, rename, or delete global searches.

To save a search, complete the following steps:

1. From the Vision Navigation menu, click Reporting and click the type of report.
2. Select the report for which you want to create a saved search.
3. Click the Selection column and click .
4. For the Display Type option on the Lookup, select Advanced or SQL Where Clause.  
5. Construct the search.
6. Click Organize.
7. In the Folder Name field on the Organize Options dialog box, select the Personal Searches folder or a subfolder within it.

   To create a new folder, enter a new path.

8. In the Save Name field, enter a name for the saved search.
9. Click Save.
10. Click Apply to apply the saved search criteria to the report.