Save a Search

After applying Search Tiles, you can use the ‘Save Search’ option to save the search for later use.  This can be helpful if there is a search you use on a regular basis, particularly if it involves the combination of several searches because they can be applied as a single search rather than having to do each search individually every time. 

1. Create or apply the searches you need.  This can include searches using the column header filters, the criteria builder, pre-generated searches, dashboard, and/or subsets.

2. Click the 'Save Search' button to save your search.

3. The ‘Save Search Tiles’ window will appear.  Give your search a unique name.  The search cannot have the same name as any other user-created search in your database even if it is in a different area (for example you can't have a search named 'Current FY Instr Hrs' in both the student and tutor area).

4. If you would like for this search to be available for others in your agency to use, put a check in the ‘Share this search with your agency’ box.  The search will be available to other users in ‘Shared Searches’ in the left search panel.

5. Click the 'Save' button in the bottom right of the window.

6. In the Search panel, you will now see a ‘My Searches’ entry.  Expand the search item to see the Search(es) you created.

7. As with the other searches in the Searches panel, when you hover over one of the searches you have created, you will have the options of Add or Replace.  In addition, there is a ‘Delete’ option available when you hover over a search you have created.

Example:

Use the column header filter for Overall Status to pull up students with the status Enrolled (or Active depending on which is used in your agency).

Go to Searches > Hours > Hours Attended and use this search to pull up the students who have at least 1 hour in the current month.

Now, click Add Search and use the Criteria Builder to create a search for Gender equals Female.

You will now have 3 search tiles at the top of your student list. 

If this is a search you will need to use again, instead of applying the 3 separate searches each time you need them, you can ‘Save Search.’  This will allow you to save the 3 searches you did as a single search that you can select in My Searches.

Once you have saved the search an applied it, the three search tiles that make up the search will be displayed at the top of the student list.  You can then click the edit icon on any of the search tiles if you need to make an update to them. 

Saved Search Icons