Create Saved Searches

All users can create their own personal saved searches. Service administrators can also share these saved searches with the rest of the service organization or with certain roles.

Here's how you create a saved search:

  1. Navigate to a list page and select a saved search as your starting point. Remember that existing saved searches may already include filters.

  2. In the Search bar, add your filters. See the topic "Filter Your List" for details.

  3. Add or change the columns displayed in the search results and the default search order by clicking More Actions (the horizontal 3 dots icon).

  4. Click Actions > Save.
  5. Enter a name for your saved search in the Save dialog box. Saved searches are listed in alphabetic order.

  6. Click Save.

    Your new saved search is now listed in the Manage Saved Searches page.