Save a Search

1. Set your search criteria to narrow your search, click Search, and then wait for the data to update.

2. Next to Save New Search, click to select an option. Note that the option is not available from all views.

   NOTE: By default, your user account has a pre-set duration for searches. When saving searches, DO NOT use the "custom" option as the date range, select a different date range (for example, "past 7 days"), otherwise, the searches will not correctly display current data.

3. For Save New Search

   1. Enter a unique search name and then specify if you want this search to be the default for this page.

   2. Select between

      Account-Specific (default-the saved search is available to the specific accounts selected)

      Hierarchy-Wide (the saved search is available to all accounts in the organization hierarchy)

   For Update Saved Search

   • The existing saved search is automatically updated with the new criteria.

   For Save New Search and Schedule

   1. Enter a unique search name and then specify if you want this search to be the default for this page.

   2. Select between

      Account-Specific (default-the saved search is available to the specific accounts selected)

      Hierarchy-Wide (the saved search is available to all accounts in the organization hierarchy)

   3. For Schedule, use the calendar to specify the start date and time, use the drop-down menu to specify the frequency of the report.

   4. For Send To, use the drop-down list to specify the recipients in your contact list who will receive the reports. You can share the report with any recipient, even those with an email address outside of your organization. By default, your email address appears. As you select recipients their addresses are removed from the drop-down list. If you do not see the name / address of the recipient you want, in the Recipient Emails field, type a valid email address.

4. Click Save.