Saving a search

Saving a search

On iTrackIT searches can be saved to enable users to reuse frequently made searches without having to repeatedly complete search forms. These saved searches can be private and only accessible to the user who created them or public and available to everyone with access to the corporate system. 

To save a search first perform a search using the criteria you wish to save. If you don't know how to do this please read our Searching iTrackIT article.

After the search has been performed a table containing the search results with a toolbar above will be displayed. To open the save a search page, press the "Save" button in the bar at the top of the page, in the below screenshot the button has been circled in red to make it easier to locate.
An annotated image showing the save button circled in red.

The save search page should look like the screenshot shown below, depending on how your account has been configured you may have different options available.



To save a search there are a couple of fields that must be completed, these will be marked with a * at the end of the name.

The first is the "Description" box, here you can type a short explanation of what the saved search is. 

The second is the "Type", this is whether or not the search will be private or public.

Once the desired and compulsory fields have been completed, the "Save" button can be used to save the search. It will now be available from the dashboard, which can be accessed by using the "Home" drop-down menu or by clicking on the iTrackIT logo. The search can be performed by clicking on the black underlined hyperlink in the "Description" column of the search. 

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