Save a Search (Save for All Roles)

If the Favorites Organizing security setting for your role is Save for All Roles, you can save Advanced or SQL Where Clause searches for your own use, save searches to be shared with co-workers who are assigned your security role, and save global searches to be shared with all Reporting users.

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. In Display Type on the Lookup, select Advanced or SQL Where Clause.
5. Construct the search.
6. Click Organize.
7. On the Organize Options dialog box, complete one of the following actions: To save a personal option set, do the following:
   1. In Folder Name, select the Personal Searches folder or a subfolder within it. To create a new folder, enter the new path.
   2. In Save Name, enter a name for the saved search.
   3. Click Save.
   To save a search for selected security roles, do the following:
   1. In Folder Name, select the Global Searches folder or a subfolder within it. To create a new folder, enter the new path.
   2. In Save Name, enter a name for the saved search.
   3. Clear the Access to all roles option.
   4. Select one or more security roles in the Available Roles list.
   5. Click Addto move the security roles to the Assigned Roles list.
   6. Click Save. Every employee assigned one of the selected security roles will have access to the search.
   To save a search that is available to all security roles, do the following:
   1. In Folder Name, select the Global Searches folder or a subfolder within it. To create a new folder, enter the new path.
   2. In Save Name, enter a name for the saved search.
   3. Select the Access to all roles option.
   4. Click Save. Every employee with access to the report will have access to the search.
8. Click Apply to apply the saved search to the report.