Use a Saved Search

If you select a search for a report in the Selection column of the Reports grid, Vision uses that search when it generates the report.

To use a set of saved selection criteria, complete the following steps:

1. From the Vision Navigation menu, click Reporting and click the type of report.
2. Select the report that you want to generate.
3. Take one of the following actions:
   • If the search named in the Selection column is the search that you want, continue with step 4.
   • If it is not the correct search, click the Selection column and click to display the Lookup dialog box. Click next to the Searches field, click the folder that contains the saved search you want, and select the saved search.
4. Click Apply.
5. Print or preview the report.