Using the Saved Searches List
You can view a list of saved searches to which you have access using a navigation like the following: Reports > Saved Searches > All Saved Searches or Lists > Search > Saved Searches.
Reviewing and Filtering the Saved Searches List
The following options enable you to review and filter the list by search characteristics. Filtering can be particularly helpful if you have access to a large number of searches. Note that these options are sticky, meaning your selections persist the next time you view the list.
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Show Inactives – Check this box to list inactive searches and to be able to change the active/inactive status for searches. When this box is checked, an Inactive column displays as the first column in the list.
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Show All Private Searches – (Available to Account Administrators only) Select an option to determine whether private searches should be displayed in the list.
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Yes – Select this option to include all private searches, even those where you are not included in the audience.
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All (default) or No – Select either of these options if you do not want private searches to be listed.
Account administrators have greater access than other users to saved searches. For information, see Administrator Access to Other Users' Saved Searches.
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Available As – Select an option to filter listed searches by their use.
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All – (default) Lists all saved searches.
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Dashboard Views – Lists saved searches available as dashboard views.
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Email Alerts – Lists saved searches for which the Send Email Alerts When Records are Created/Updated option has been enabled. See Enabling Saved Search Email Alerts.
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General – Lists saved searches that are not available as views.
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List Views – Lists saved searches available as list views. See Using a Saved Search as a View.
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Reminders – Lists saved searches available as reminders. See Using a Saved Search as a Reminder.
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Sublist Views – Lists saved searches available as sublist views.
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Type – Select an option to filter listed searches by their record type. The default is to list all record types.
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Access Level – Select an option to filter listed searches by the access they provide.
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All – (default) Lists private, shared, and public saved searches.
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Private – Lists only private saved searches.
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Public – Lists only public saved searches.
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Shared – Lists shared and public saved searches
For information about setting up access for searches, see Defining Audiences for Saved Searches and Making Saved Searches Public.
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Scheduled – Select an option to filter listed searches by whether they have been scheduled.
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All – (default) Lists scheduled and unscheduled searches.
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Yes – Lists saved searches for which the Send Emails According to Schedule option has been enabled. See Enabling Saved Search Scheduled Email.
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No – Lists saved searches for which the Send Emails According to Schedule option has not been enabled.
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Taking Action from the Saved Searches List
You can take the following actions from the saved searches list:
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Click Edit to review and edit a saved search's definitions.
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Click View to run a saved search and view its results.
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Click Export (CSV) to export saved search results to a CSV file.
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Click Persist (CSV) to persist search results for searches that take longer time to run. The results are saved in a CSV file. For details, see Persisting Search Results.
The saved searches list also includes columns indicating the user who last ran or exported each saved search, and the date and time of this execution. If you are an administrator or have at least Create level of the Publish Search permission, you can view more details about recent executions on each saved search record. See Audit Trail for Saved Searches, Reports and Schedules.