Creating saved searches and reports

You can create saved searches and reports by clicking the Save icon in the search criteria panel after you have input the search or report criteria that you want to save. Saved searches can be managed from Setup > Saved searches, and saved reports can be managed from Setup > Saved reports.

When you save a search or report, you can leave the Dynamic date search box clear to create a static search or report, or check the box to create a dynamic search or report.

Saved searches and reports are accessible from the quick search bar on every page, the search criteria panel on the Search for documents page, and every report screen. Saved searches are also accessible from the Dashboard.