Reusing Search Settings Or Create Default Settings On Search Pages

Searches can be saved on any Find page, like the Find Users, Find Enrollments or Find Courses pages. They can also be saved in any chooser, for instance, when you are creating a Class the Choose Course dialog allows you to save searches. The saved searches for each find page and chooser are separate, a search saved on one find page is not available on other find pages or choosers.

Save a Search

To save search parameters and set a default search:

1. On any Find page or Chooser dialog, select Add Filters and select any filters you want

2. Delete any filters you don't need

3. Select Ouput Options to add columns in your search results and check or uncheck selections based on what you want to include

4. Select Search to view your results

5. If everything appears the way you want it, select Save located above the search filters

6. In the Save Search dialog, type the Name of the search

7. If wanted, check Make this my default search. When enabled, the saved search with its criteria and output options are applied each time you access this page

8. Click OK

Open a Saved Search

Any search you have saved can be selected and opened whenever you need it.

To apply a saved search:

1. Navigate to the Find page or Chooser dialog. If you set your saved search to be the default, your search will run when the page is opened

2. To use a different saved search, select Open icon

3. Select the saved search and select OK to apply it

4. Select Search to see the results

Edit a Search

You can change the search name or set it as the default search.

To change a search name or set it as your default:

1. Navigate to the Find page or Chooser dialog

2. Select Open

3. Beside the search you wish to update, select Edit

4. Rename you search

5. Check the This is my default search box to set as your default

6. Select OK to apply changes

Revise a Search

You can revise a search to change the parameters.

To change your search:

1. Navigate to the Find page or Chooser dialog

2. Select Open

3. Select the search you wish to revise, select OK

4. Make changes to your search parameters then select Search

5. Select Save to open the Save Search dialog

6. Select the search you want to change, select OK

7. When the message "You already have a saved search named '[search name].' Would you like to overwrite it?" appears, select OK

Share a Search

Some users have permissions to share the searches they have created with other Users. Sharing searches allows you and your coworkers to consistently pull the same data.

To share a search:

1. Navigate to the Find page or Chooser dialog

2. Select Open

3. Beside the search you wish to update, select Share

4. Select either Add User Group or Add User to select users to share your search with

5. This opens a Choose User or User Group dialog, search for and select user(s) or a user group

6. Select OK in the chooser dialog to return to the Share Saved Search dialog

7. Select OK to return to the Save Search dialog and select OK

Open a Shared Search

When a search has been shared to you, you cannot change the original search, but you can run the search, make revisions, and save it under a different name.

To apply a shared search:

1. Navigate to the Find page or Chooser dialog

2. Under the Share Searches heading, select the search and select OK to run the search