Organize Options Dialog Box for Searches
When you work with searches, the options that you see on the Organize Options dialog box depend on the setting for the Favorites Organizing option for your security role.
Favorites Organizing Setting for Your Security Role | Available Actions on the Organize Options Dialog Box |
---|---|
Save Personal Only | You can save searches for your own use and modify or delete those searches. |
Save for My Role | You can save searches for your own use and save role-specific searches to be shared with co-workers who are assigned your security role. You can also rename, modify, or delete any search that you create or any search created specifically for your role. |
Save for All Roles | You can save searches for your own use, save role-specific searches to be shared with co-workers who are assigned your security role, and save global searches to be shared with all Reporting users. |
Location
To display the dialog box, complete the following steps:
- From the Vision Navigation menu, click Reporting and click the type of report.
- Select a report for which you want to create or modify a search.
- Click the Selection column and click .
- In Display Type on the lookup, select Advanced or SQL Where Clause.
- Construct the search.
- Click Organize.