Save Search Queries

Active Invoices with Compliance : Search for Invoices Using Active Documents : Advanced Active Documents Searches : Save Search Queries

Save Search Queries

After setting the search criteria and generating the results, you can save the search query settings (also called a report query) to use again for a report.

You can use a search query that both you and others in your organization have saved.

To save a search query

1

Set the search criteria, and run the search. See “Active Documents Search” on page 109.

2

On the Search Results page, click Save/Schedule Report.

The Save or Schedule page displays, along with the report name.

3

Type a name for the report in the Name field.

4

Click Save.

The Active Documents Search page updates the My Saved Searches list with the saved report.

16.2 release. Updated October 23, 2016

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