Save a Search
1. Any search run can easily be saved and run later. Saved searches are Live and Current as at the time of running.
2. Create your search by clicking on the Search Icon.
3. To save a search you have run click on the Save button.
Image Modified4. This will load the Save search details window.
Image Modified5. Provide a name (cannot contain spaces).
6. Provide a description (this can have spaces between words).
7. Choose Choose which folder you would like to save your search in.
8. Applicability = Who can see this search.
9. Editable = Who is able to edit this search in the future.
9. Click Create.
Additional Columns
Additionally there are a number of columns that you can add to the report by clicking the column picker. Some of the important ones are, Issued, Date Viewed, Reference, Modified, Author, Attention, Title, Status:
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Action - All users - Full Names Action - All users ID only Action Company ID Action Company Name Action Days Action Display Name Action First Name Action Last Name Attached File Date List Attached File List Attached File Thumbnail (1st) Attached Thumbnails (large) Attached Thumbnails (small) Attachments Author Company ID Author Company Name Author Display Name Author First Name Author Last Name Comments Created Date Due Date First Closed Date First Viewed Date Last Closed Days Open Days Remaining/Overdue Days to Close Document Tick Box Due Date For Closed Empty Estimated Days Till Start Estimated Days To Complete Estimated End Date Estimated Start Date
| Float Days Form Link Form Type Info - All users - Full Names Info - ID only Issued Label Last Response 100 Chars Last Response 500 Chars Last Response Company ID Last Response Company Name Last Response Date Last Response Display Name Last Response First Name Last Response Last Name Last Response User ID Modified Project Rank Reference Reference Number Sequence Related Documents List Related Documents Status List Request Row Number Status Status by Colour Status Categories Status/Late Time Stamp Title Title/Read Waiting Days
| .png?version=1&modificationDate=1733884615521&cacheVersion=1&api=v2&width=368) Image Added |