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Saved Searches

A Saved Search represents a group of interactions selected from a list of interactions that resulted due to a specific filter criteria (created in the Explore > Filter panel. Creating a Saved Search enables you to combine a collection of interactions associated with the same topic. You can run this unique Saved Search whenever the information the query generates is required.

Open a Saved Searches list

Select Explore > Saved Searches. The Saved Search tab is opened with the following options: 

  • Drop down list: Find and select the user(s) whose saved searches you want to see.
  • Text field: Type a letter or sequence of letters that appears in the name of the saved search you want to find.
  • Delete Smicon delete.pngSelect one or more searches from the list and click Delete to remove them from the system.
  • Compare saved searches Compare.pngSelect two searches to create a report the compares the two search results.
  • Table: See column descriptions below.

Columns

  • Checkbox Sm checkbutton.pngSelect the check boxes to delete or compare.
  • Run: Click the Run icon Smicon arrow.png to run the search and display the results in the Search Results grid. If the specific search was a search for screen recordings, the Search Results grid will show a list of interactions with screen recordings.
  • Delete: Click the Delete icon Smicon delete.png to delete the specific saved search.
  • Name: The name of the saved search.
  • Creator: The name of the user who created the saved search.
  • Status: The status of the saved search.
  • Sharing: The names of the user groups and users with whom the search is shared. Click the Sharing icon Sm shareicon.png to share the saved search with others.
  • Created on: The date on which the search was created.
  • Permalink: Click Copy to create a Permalink to the specific saved search. You can copy this link to your clipboard and then paste it elsewhere as necessary. See Permalink for additional information.
This page was last modified on January 15, 2019, at 07:59.

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