Saved Searches- Create, Modify, or Delete

Saved Searches are user-created predefined searches designed to support your daily processing activities in DataServ. Saved Searches are user-specific and are only available to the user who creates them.

To view your Saved Searches, click the down arrow in the Select a Search field on the Search Screen.

You can also access your saved searches from the Dashboard.

Create a Saved Search

First create your search selecting filters to create the results you are looking for.

Next select the 'Save Search' button. 

Name your search.

Click "Save" to save the search.

You can now find your saved search in the drop down.

You can create a Tile on your Dashboard for you search by selecting 'Create a Tile' 

For assistance on creating tiles click here.

Modify a Saved Search

You can modify your Saved Search allowing you to change the columns in the search results or re-order columns in the search.

You can change the columns by dragging and dropping the columns between "Columns to Select" and "Displayed Columns".

• Add Columns - To add a column to the search results, select a field from the "Columns to Select", then drag and drop the field to the "Displayed Columns" section to the location where you want the column placed.
• Remove Columns - To remove a column from the search results, select the column from the "Displayed Columns" section, then drag and drop the column on the "Columns to Select" section.
• Re-order Columns - You can re-order columns in the search results by dragging and dropping the columns within the "Displayed Columns" section.  Drag and drop the column to the new location.
• Expand column width- You can increase or decrease the column width by moving the double arrows on the header row.

Delete a Saved Search

You can delete a Saved Search by clicking the Trash Can next to the name of the Saved Search.