After you finish building a custom report you can save your search for future use or share with colleagues. To learn how to build a custom report on the front position list see How to Build Reports.
How to Save a Search
First, click Save Current Search
A small window will pop up for you to complete the next steps.
Near the bottom of the window will clarify what is being saved, including the data columns and all Basic and Advanced search filters.
If this is your first saved search or a new saved search, then type a name into the text box on the right. You will notice the text box on the left says Add a new saved search. Finish by clicking Save/Update
If you are updating or replacing a previously saved search, then on the left-hand side use the drop-down to find the search you wish to overwrite. In these cases, you do not need to type a name into the right-hand text box.
How to Find a Saved Report/Search
To the left of the Save Current Search button, there is a drop-down option that will show all previously saved searches.
From the drop-down, you can click the name of the report/search to load the saved search.
- The pencil icon next to the name will load the search with the option to edit it.
- The x will delete the search.
If you are using a saved search there will be two additional icons at the top left of the drop-down module.
- The stop icon will unload your saved search and reset your filters. (The saved search will not be affected)
- The envelope icon will open a pop-up window to share your search with a colleague.
How to Share a Report
After following the steps above to save a report and loading a saved report you can send the report to a colleague directly through Beacon.
First, click the Active Saved Search drop down.
Next, click the message icon from the pop up
Fill out the details of the message box. (The To: portion can only be sent to other Beacon users)
