Creating a Custom Saved Search for COA

By default, the system uses the standard saved search COA Report Search for COA report generation. To use a different saved search for COA report generation, create a custom saved search for COA.

Watch the following help video for information about customizing a COA template:

To create a custom saved search for COA:

1. Go to Lists > Search > Saved Searches > New.

2. In the New Saved Search page, click COA Report.

3. Enter a name for the Search Title.

   The default name is Custom COA Report Search.

4. Define your saved search as required.

   For more information, see Defining a Saved Search.

5. Click Save.

Next, complete the procedure in Defining a COA Active Saved Search.

Related Topics

• Custom Certificate of Analysis (COA) Template
• Defining a Certificate of Analysis (COA) Field
• Defining a Customer Certificate of Analysis (COA) Attribute
• Defining a Certificate of Analysis (COA) Report Path
• Defining an Item Fulfillment Status Parameter
• Viewing a Generated Certificate of Analysis (COA) Report
• Certificate of Analysis (COA)
• Quality Management Overview

General Notices