Save all Search Criteria

You can save search criteria (also called report query) to use again later so you do not have to recreate the search.

A saved search and any scheduled report run from that search uses the column and column ordering preferences in the Configuration (also called Personalization) panel when you save the search. To set display preferences for a search, see “Configure the Search Results Page” on page 440.

To save search criteria

1	To save your search criteria for a future search, on the bottom right of the Search Results page, click Save/Schedule Report.

2	In the dialog that opens, in the Name field type a unique name for the search, for example, “ABC Inc., 810.”

Note:  

To prevent report duplication, if the search criteria includes a Specific Date Range, you must select the Now option. This generates an immediate, one-time report, not a regular scheduled report. See also “Save/Schedule/Send Reports” on page 460.

To schedule a regular report based on this search, see “View Scheduled Reports.”

3	Click Save.

16.2 release. Updated October 23, 2016 Trading Grid Online User Guide PDF

Copyright © 2016 Open Text. All rights reserved. Trademarks owned by Open Text.