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. Select one of the following actions:
    Option Description
    If the search named in the Selection column is the search that you want, Continue with step 4.
    If the search named in the Selection column is not the correct one, Click the Selection column and then 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.